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Check-in / Check-out Design of a user-centered, open payment border for the OV-chipkaart Master`s thesis, November 2013 OV-chipkaart Graduation Lab G. Niermeijer Faculty of Industrial Design Engineering

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Page 1: Check-in / Check-out...Check-in / Check-out Design of a user-centered, open payment border for the OV-chipkaart Master`s thesis, November 2013 OV-chipkaart Graduation Lab G. Niermeijer

Check-in / Check-outDesign of a user-centered, open payment border for the OV-chipkaart

Master`s thesis, November 2013OV-chipkaart Graduation Lab

G. Niermeijer

Facu

lty o

f In

dust

rial D

esig

n En

gine

erin

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Page 2: Check-in / Check-out...Check-in / Check-out Design of a user-centered, open payment border for the OV-chipkaart Master`s thesis, November 2013 OV-chipkaart Graduation Lab G. Niermeijer

G. Niermeijer

Master’s thesis, November 22, 2013 This report is part of the OV-chipkaart Graduation Lab.

Master Design for Interaction Faculty of Industrial Design Engineering

Delft University of Technology

Check-in / Check-out

Design of a user-centered, open payment border for the OV-chipkaart

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Page 4: Check-in / Check-out...Check-in / Check-out Design of a user-centered, open payment border for the OV-chipkaart Master`s thesis, November 2013 OV-chipkaart Graduation Lab G. Niermeijer

Academic supervisors

dr. ir. J.I. van Kuijk ir. L.A.R. Henze

Project partners

IenM - Dutch ministry of Infrastructure and Environment Z. Gul

IPO - Association of Dutch Provinces N. Broekema

SkVV - Cooperating of Dutch City Regions on transportation and traffic E. Köhler

NS - Dutch National Railways J. Mortier

RET - Rotterdam Municipal Transport W. van Oosten

Rover - Dutch Travellers Association T. Boric

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Summary vi

List of Abbreviations viii

List of Definitions ix

1 Introduction 11.1 Project assignment: the payment border 11.2 OV-chipkaart background 21.3 OV-chipkaart Graduation Lab 21.4 Process description and reading guide 5

2 OV-chipkaart concept and context 72.1 The OV-chipkaart concept 72.2 OV-chipkaart usage 92.3 Identifying technical and business context 112.4 Technology based self-service 132.5 Conclusion 14

3 Analysis: travel context and touchpoint usage 173.1 Describing the travel domain 173.2 Analysis of touchpoints: functions and appearances 263.3 User observations in the travel domain 423.4 Personal check-in and check-out actions 483.5 Check in and Check out flow 503.6 Conclusions of the analysis 53

Contents

4 The core concept: the payment border 554.1 The core concept 554.2 Three payment border types 564.3 Border type selection: open payment border 564.4 Open payment border: sequence of use 584.5 Problem statement 604.6 Design criteria 60

5 Concept development and refinement 635.1 Method: solution exploration 635.2 Solution exploration 635.3 Conclusion: final concept 72

6 Evaluation of the concept 756.1 Evaluation with travellers 756.2 Evaluation with experts 816.3 Conclusions 82

7 Conclusions 857.1 Final design 857.2 Recommendations 897.3 Discussions 907.4 Conclusions 91

References 92

Appendices 93

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Summary

This thesis is part of my graduation project at the OV-chipkaart Graduation Lab of the Faculty of Industrial Design Engineering at the Delft University of Technology. The aim of the Graduation Lab is to improve electronic ticketing for travellers using Dutch public transport in a 3 to 10 year time-span. This work is supported by the Ministry of Infrastructure and the Environment, provinces (IPO), city regions (SkVV), Dutch Railways (NS), Rotterdam public transport (RET), and consumer organisation Rover.

OV-chipkaart system

The analysis of the OV-chipkaart system has made clear there are many aspects to the development of such a vast system. The technology and business aspects have been dominant in the development of this particular system. Travellers are expected to follow and adapt to the system instead of making use of the strengths of technology.

The system is built on some fundamental principles like a decentralized system and fare calculation at the end of the trip. These principles determine the usage to a large extent and are hard to change.

Technology-based Self-service bring potentially advantages like availability and speed. With the introduction of the OV-chipkaart these systems have become more important when using public transport, but lack coherence across the entire OV-chipkaart service.

Problems

Travellers are facing problems when they interact with the OV-chipkaart in the public transport domain.

Recognition of ‘OV-chipkaart moments’

The location of validators is different for many train stations. Most travellers are scanning the station for validators and regularly forget when they are distracted. Not only the location is important for the findability, the appearance of the equipment is in competition with other services and equipment.

Coherence of services and equipment

Many travellers use more than just validators. For adding credit or resolving errors, they use other equipment or service channels. The current equipment is in most cases not coherent and are not presented as a product family, working together to achieve a common goal. The interaction starts over again with each touchpoint making it an unpleasant and time consuming experience for travellers.

Consistency of equipment appearance and messaging

The equipment in the travel domain comes from various suppliers and have differnt appearances. All transport operators maintain their own equipment or have it done by their suppliers. Operators use different messages for similar or the same tasks. Travellers have to learn these difference or they just skip the text and try to grasp the meaning of light and audio signals. This is undesirable.

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Proposal: the payment border

The payment border is a zone in which travellers have to perform an action to acquire a valid ticket for their trip by public transport. Validation also means making the transition from an unpaid to a paid area.

The concept is a collection of various touchpoints which contribute to an overall interaction for all travellers which guide them in passing the payment border.

The payment zone contains three stage: wayfinding & recognition; information & support; validation.

The wayfinding & recognition stage is facilitated by the vertical and horizontal parts of the portal. The border is clearly visible from a distance, it is easier for travellers to locate and recognize where they have to validate their OV-chipkaart. The dimensions and angles of the validator have been altered for an optimal validation. The various messages on the display have been made more coherent. The information & support stage is now integrated in the payment border zone: a information panel is added and the information and SOS post is now located near the border.

The aim of the redesigned touchpoints was to create an overall coherent validation interaction. All different touchpoints are now (re)designed and linked to facilitate this coherent interaction. With this result it should now be clear for travellers where to validate and what to do. By applying this payment border to all stations it should bring recognition with travellers. The design does not only facilitates ‘normal’ validation but also anticipates on unusual situations like an unexpected OV-chipkaart failure.

Conclusions

With the introduction of the OV-chipkaart new touchpoints were added to travel domains, rules and actions changed. New interactions were formed, but were never designed. Travellers are facing many problems when they interact with the OV-chipkaart system.

The payment border concept brings clarity in the required actions. Travellers are supported by a seamless link between all the touchpoints in the payment border. Both the successful and failing validation actions are supported by the touchpoints.

Based on the feedback from the evaluation study, it is expected that the introduction of the payment border concept will increase the usability of the OV-chipkaart.

Implementation and further development should be done by a central, independent organisation. This organisation should also develop future concepts when technology platforms or the needs of travellers change.

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List of Abbreviations

AVM Add-Value Machine

CBO Central Back Office

CH Clearing House

CICO Check-in, Check-out

CPS Central Processing Server

DPS Depot Processing Server

NAL National Action List

OVC OV-chipkaart

POST Point of Sales Terminal

PS Permanent Structure

PTO Public Transport Operator

PUD Pick-Up Device

PVU Personal Validation Unit

RSB Routing, Signing & Branding

SDOA Specification Document Open Architecture

SPS Station Processing Server

TLS Trans Link Systems

TVM Ticket Vending Machine

VAL Validation machine

VCF Validator Concentration Feature

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����������Ƥ�������

Payment border. The payment border is a zone in which travellers have to perform an action with their card to acquire a valid ticket for their trip by public transport. Validation also means making the transition from an unpaid to a paid area when crossing the payment border.

User/traveller. This research is concerned with the end-user or traveller. In most cases the term ‘user’ refers to a person performing actions with a card not related to travelling, for example: purchasing or bill payment. We will explicitly describe any other (professional) users if the report refers to them.

Concession. A region wherein one operator has the time-limited monopoly on providing a certain transport service. Granted by an OV-authority and usually acquired through a public tendering process.

Subscription or season ticket. A ticket that is bought in advance of travelling and pays for (part of) future journeys taking place in a particular time frame. Often used by frequent travellers to enjoy discounts.

OV-chipkaart system. The usage of the term system is reference to the collection of computer systems and hardware elements that are required to make travelling with the OV-chipkaart possible.

Credit balance (auto) top-up. Travellers can purchase credit to store on their card, allowing them to pay for tickets. This can be done at machines or an OV-chipkaart can be linked to a bank account and automatically top-up if the balance drops below a predetermined threshold.

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“Ik heb nooit problemen met de OV-chipkaart. Ik kan alleen die schermpjes moeilijk lezen...”

“I don’t have any problems. I find it hard to read the messages.” - quote from evaluation with travellers -

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This project aims at improving the usability of the OV-chipkaart. This chapter describes the background of the project and the starting points.

1.1 Project assignment: the payment border

1.1.1 ����������Ƥ������

Electronic ticketing offers big advantages for transport operators and great potential for users, travellers who use the public transport in the Netherlands. The OV-chipkaart system has the potential to make it ‘easier’ and quicker to travel by public transport; not standing in line for ticket machines for every journey. Although the aim was to make the card ‘fairer and smarter’, the experience does not match the expectations that travellers currently have. This problem has various origins.

One origin is that with the introduction of the system, travellers were faced with an increase in the number of rules and required knowledge and actions to use the system. In parallel to this, travellers tend to be directed to Internet and Technology-Based Self-Service (TBSS) more and more in case of errors or just standard services. They experience a lack of support in using the self-service touchpoints of the OV-chipkaart platform.

1.1.2 Project brief

The goal of this project was to improve the interactions with self-service OV-chipkaart touchpoints in the travel domain of public transport from a user perspective. The travel domain is divided in three contexts: train stations; bus, trams and their stops; metro stations. The design should support travellers in using the OV-chipkaart in the three contexts, while taking into account the economical and technological feasibility.

1 Introduction

The needs of travellers in the domain are analysed and new ideas were explored and evaluated through user involvement.

1.1.3 Research questionsWhat is the gap between the traveller’s needs and the functions of the touchpoints offered in the current situation?

What are the functions of the touchpoints in the travel domain?

What are the needs of travellers when using the OV-chipkaart?

What is the most important touchpoint in the travel domain?

Which solutions will support travellers the best?

1.1.4 Starting principles

Most issues are unnoticed until travellers discover a problem, main problem is they have less credit than they expected. In the coming years it is not very likely that more service staff can be found in the public transport domain. We can expect self-service touchpoints will be increasingly important to solve problems.

I think it is important that travellers should get a fluent check in and out. They should be able to identify and solve problems with the card on the spot, without the help of the Internet or smartphone. For smart card related problems a smart card reader is essential to retrieve the status of the card. The card also holds the last and most actual transaction data. Compared to the online overview which can be delayed 60 days or longer, travellers can have more real-time information with their card

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The OV-chipkaart platform allows users to travel with missing check outs or products. OV-chipkaart touchpoints in the travel domain could be designed in such way these missing transactions are reduced to a minimum.

1.2 OV-chipkaart backgroundSince 2005 the OV-chipkaart system is in use for the public transport of the Netherlands. The OV-chipkaart is a smart card, based on RFID technology.

The system seems to function from a technical and business perspective, but many travellers are unsatisfied with the use and service of the new system. In 2011 the predecessor and alternative to the OV-chipkaart, a national ticket for all public transport except trains called the ‘strippenkaart’, was decommissioned, but many usability issues with the OV-chipkaart remain.

1.2.1 Stakeholders

The OV-chipkaart platform is used by travellers, public transport operators and Translink Systems (TLS). Operators are responsible for the touchpoints and their infrastructure, TLS manages the central server and facilitates services for operators and travellers. All parties have to agree to implement changes to the system.

1.3 OV-chipkaart Graduation LabThis work is part of the OV-chipkaart Graduation Lab of the Faculty of Industrial Design Engineering at the Delft University of Technology. The goal of this project is to create and evaluate design solutions that increase the usability of the OV-chipkaart.

Based on this analysis three focus areas were defined, one of which was the starting point for this project: support in the travel domain. Figure 1 shows the customer journey steps as defined in the Analysis report (Joppien, Niermeijer and Niks, 2013).

1.3.1 Mission of the OV-chipkaart Graduation Lab

In the near future Dutch travellers abroad will brag about how easy and convenient their OV-chipkaart is.

1.3.2 Participating organisations

The OV-chipkaart Graduation Lab is a collaboration of the:

Faculty of Industrial Design Engineering of TU DelftDutch ministry of Infrastructure and Environment (IenM),Association of Dutch Provinces (IPO)Cooperating of Dutch City Regions on transportation and traffic (SkVV)Dutch National Railways (NS)Rotterdam Municipal Transport (RET)

Dutch Travellers Association (ROVER)

Figure 1: Customer journey steps of the OV-chipkaart according Joppien, Niermeijer & Niks (2013). This report adresses the support in the travel domain.

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1.3.3 Approach: User Centred-Design

The project follows a user-centred approach, also referred to as human-centred. The standard Human-centred design for interactive systems (ISO 9241-210, 2010) states: ‘Human-centred design is an approach to interactive system development that focuses specifically on making systems usable. It is a multi-disciplinary activity.’

The standard describes 6 key principles that will ensure a design is user centered:

1. The design is based upon an explicit understanding of users, tasks and environments.

2. Users are involved throughout design and development.

3. The design is driven and refined by user-centered evaluation.

4. The process is iterative.

5. The design addresses the whole user experience.

6. The design team includes multidisciplinary skills and perspectives.

In order to come to a good overall user-centred product or service, it is important to take into account the business and technology side as well. Human-centred design, as described by IDEO (2009), puts focus on what is desirable for the users, but also investigating what is technically feasible and commercially viable for the organisation involved. As Figure 2 illustrates, the three circles overlap with each other and form the ‘sweet spot’ where business considerations, user needs and wants, and technological requirements are equally taken into account.

Figure 2: Technology, Business and Human, as visualised by IDEO (2009). The product is the ‘sweet spot’ and a balanced combination of Technology, Business and Human factors.

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analysis reportJoppien, Niermeijer, Niks

“Improving system adoption of the OV-chipkaart”

Johanna Joppien

“Making the invisible visible”

Thijs Niks

projectassignment

chapter 1

Introduction

results

Check in / Check outReport

Graduation LabReports

results

chapter 2

OV-chipkaart concept and context

technology andbusiness

literature review

travel context

touchpoints

user groups

check-in/check-out !ow

recapanalysis report

Exploring n

ew possibili

ties

for user-cen

tred e-ticke

ting

Analysis rep

ort, March 2

013

OV-chipkaa

rt Graduatio

n Lab

J. Joppien, G. Niermeijer, M.C. Niks

Facu

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f

Indu

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l Des

ign

Engi

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ing

Exploring n

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ties

for user-cen

tred e-ticke

ting

Analysis rep

ort, March 2

013

OV-chipkaa

rt Graduatio

n Lab

J. Joppien, G. Niermeijer, M.C. Niks

Facu

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Indu

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l Des

ign

Engi

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chapter 3

Analysis: travel context and touchpoint usage

"

userobservation

domainobservations

Making the

Invisible Visi

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Increasing t

ravellers` tr

ust in elect

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ticketing fo

r public tra

nsport by m

aking

ticket infor

mation visib

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Master`s the

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OV-chipkaa

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M.C. Niks

Facu

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chapter 4

Design assignment: the payment border

chapter 5

Concept development

chapter 6

Evaluation of the concept

chapter 7

Conclusions

adjusted!nal design

recommendationscriteriadesign assignment

conceptdevelopment user feedback

expert feedback

1.4 Process description and reading guideThis report starts with one of the conclusions from the analysis report, this project assignment is formulated in chapter 1. The second chapter is a recap of the most important parts of the analysis report. This results in information about user groups, technology and business aspects and literature review. Chapter 3 describes the domain and user observations, the travel context and touchpoints usage are described. With the results of the research a design assignment is formulated

and the payment border concept is explained in chapter 4. Concept development is described in chapter 5. In chapter 6 the design is evaluated with feedback from experts and users. With the feedback adjustments were made to the design, this resulted in a final design. The final design, the conclusions and recommendations can be found in chapter 7.

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“Ik ben altijd op zoek naar die palen.”“I am always looking for those poles.”

- quote from evaluation with travellers -

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also able to use price differentiation to increase their efficiency. This business data has the potential to help to adjust the travel schedule better for the needs of travellers.

Initial fee

Since the fare is calculated at the end of a trip, there is an incentive for travellers to not check out and thus dodge paying. To prevent this, an initial fee is taken from the card at check in. The excess part of the initial fee is returned at check out if the traveller travelled for a lower fare, or extra money is deducted if the traveller travelled for a higher fare. The initial fee differs per operator and modality, but is usually 4 euro for regional buses, trams and metro; 10 euro for regional trains; and 20 euro for national trains. In the future, this initial fee could be determined per service line, if regional governments allow it. Forgetting to check out will usually result in paying more for a trip than is necessary.

Other services

Some systems also use the OV-chipkaart infrastructure for authentication of users. Examples are the OV-fiets, Greenwheels and MyWheels. This provides an easy and seamless payment experience, although these services are not connected to the backbone of the system.

2 OV-chipkaart concept and context

The OV-chipkaart system is a complex infrastructure with many interfaces for travellers as well as for public transport operators. This chapter describes the overall OV-chipkaart concept, OV-chipkaart usage and the technical and business context.

2.1 The OV-chipkaart conceptThe OV-chipkaart is a distance-based fare collecting system. The system is based on a smart card with an RFID chip, containing all necessary data to communicate with equipment in vehicles and stations.

One single card for all transport operators

The smart card can be used with every transport operator. This potentially eliminates the need of buying a ticket for every trip or every few trips, like the previous paper ticket, the strippenkaart.

Check in and check out

Travellers register their OV-chipkaart each time with a validator when entering a vehicle or station to ‘check in’. When disembarking a vehicle, exiting a station or switching operators, travellers have to register the card again with a validation device to check out, at which point the system calculates the fare based on the distance travelled. This check out allows distance-based fares instead of zone-based fares and it generates traveller behaviour data for transport operators. Figure 3 shows the difference in specification of the travel destination between a paper ticket and the OV-chipkaart.Compared to the previous zone-based system, check in/check out requires an extra action from travellers and makes fare calculation unpredictable, but it is also considered to be fairer. Zone-based ticketing, on the other hand, was also hard to fully understand for many travellers and considered less fair. With this new electronic check in/check out policy, operators are

OV-chipkaart

check-in

price/km

Paper tickets

specify destinationat check-out

specify destination

start of trip

end of trip

end of trip

price/zone

Figure 3: Difference in specification of the travel destination. With the OV-chipkaart the destination is determined at check-out.

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Data paths behind het OV-chipkaart

The OV-chipkaart system consists of several data processing parts called levels (TLS, 2003). These levels have different functional tasks corresponding with the physical location of the respective computer systems. Figure 4 gives an overview of these levels.

Level 0

The zero level consists of the payment and identification cards issued by the public transport operators (PTOs). Currently, three types of cards are in use: disposable, anonymous, and personal. All cards contain RFID chips to store information about credit balance, season tickets, and recent check-in and check-out actions.

Level 1

The first level consists of station access gates, station or vehicle validators (VAL), mobile validators used by conductors (Personal Validation Unit, PVU), and point of sales terminals (POST) at sales desks. These touchpoints the user encounters. Validators and gates need to contain all necessary information about fare prices, subscription information, network topology, and blocked cards. Gates and validators only see one side of transactions: the traveller either checks-in or checks-out.

Level 2

Information collected by level 1 machines, such as gates, validators, POSTs, is sent to level 2 equipment. Stations are outfitted with Station Processing Servers (SPS) and receive data from connected level 1 machines every 15 minutes. Moving vehicles with validators on board have a Validator Concentration Feature (VCF) which collects the data and sends it to the Depot Processing Server (DPS) when the vehicle is parked at the depot or a bus station.

Level 3

Every public transport operator has a Central Processing Server (CPS) at level 3 to collect all information from level 2. This CPS stores all transactions made with the OV-chipkaart at one operator and thus contains information about start and end points of a trip, and credit

balance changes. The data collected at level 3 is used by transport operators to verify the financial transactions with TLS and to use for business intelligence.

Level 4

The last level of the system is called the Central Back Office (CBO), currently operated in the Netherlands by Trans Link Systems. This is where all transactions with all cards are stored and analysed in order to fulfil the Clearing House function. The CBO also keeps a list of all active and blocked cards, and manages auto top-up.

transport operator

traveller

clearing house

smart card

validator ticket machine service desk

local processor unit

central server from operator

central server

tickets

!

!level 4

level 3

level 2

level 1

level 0

Figure 4: Simplified version of data levels of the OV-chipkaart system.

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2.2 OV-chipkaart usageOnly the front end (level 0 and 1) of the OV-chipkaart platform is used by travellers. For the usage it is important to understand which characteristics are important to determine which people will experience the most problems. The customer journey describes the various steps travellers go through when using the OV-chipkaart.

2.2.1 Characteristics of travellers

In the analysis report (Joppien, Niermeijer & Niks, 2013) three dimensions were identified to categorize travellers:

1. Level of technology understanding.

2. Frequency of travelling

3. The number of operators used when travelling

The dimensions can be put on three scales (see Figure 5). The plane created by setting a dot on the scale gives the relative user group size.

1. Level of technology understanding

Are users familiar with Technology Based Self-Service (TBSS) and Internet and are they able to adapt to new technology quickly? Age can be an indicator but not necessarily. Elderly did not grow up with TBSS and had to learn these systems on later age. The chance they have a low technology understanding is bigger.

2. Frequency of travelling

How often does a user travel by public transport? This says something about the experience level one has. With doing actions repeatedly users build up skills. These skills can be performed almost effortless (Rasmussen, 1983).

3. The number of operators used when travelling

The various transport operators can use different equipment, products and rules. Users who make use of multiple operators are more familiar with the various validators and are more experienced in finding out what to do.

The combination of these three factors results in different user groups. An example: infrequent travellers with low understanding of technology and travelling with multiple operators are likely to have the most problems. This group did not develop the skills to deal with the different situations. They also do not have the chance to learn because the intervals are too big.

Frequent travellers with a high understanding of technology, travelling with one operator are likely to experience the least problems.

one operator

multiple operators

infrequent

frequent

low technology

understanding

high technology

understanding

Figure 5: User group segmentation. The combination of the three dimenions results in different user groups.

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Purchase Travel experience Post-travel experience

Orientation Purchase Activation Loading Preparation Check-in TravellingStation Interchange Check-out EvaluationSteps

Phases Pre-travel experience!

Goals of travellers

Users execute actions to achieve certain goals. Operating validators is never a main goal. Multiple sub goals have to be achieved in order to reach this main goal. The main purpose of a validator is to check in and check out. The actual function is different according to the goals of travellers. Five different goals why travellers use validators in the current situation:

Check in and start a tripCheck out and end a trip, calculate the fareTransfer to other trainRead message again

Read credit

Read error

Check validity status in case of doubts

Enter train or metro station to:Start a trip

Bring someone to the platform

Visit a shop in the station building

Pass the station to the other side

2.2.2 Customer journey

During the analysis a customer journey map was created with 4 phases divided in a total of 11 steps (see Figure 6). These steps are based on the main activities when using the OV-chipkaart.

Purchase

In the purchase phase travellers come in contact with the OV-chipkaart for the first time. They will orientate on the possibilities to buy a specific (season) ticket. The purchase step is acquiring a personal or anonymous card at a ticket machine, service desk or online.

Pre-travel experience

The pre-travel experience is about getting ready for a journey. When travelling for the first time with the NS or a new season ticket, these travel products have to be activated at a ticket machine or service desk. In the loading step credit is added to the card. This step is recurrent when auto top-up is not enabled. The preparation step is done just before every journey; checking the route, time schedule and travel products or credit.

Travel experience

The check-in and check-out steps are the validation actions and are required for every trip. After check-in at train station most travellers have to wait for a some moments at the train to arrive. This ‘station’ step is important because travellers can still decide to cancel their trip or go back to OV-chipkaart related equipment. In the travel step travellers can come in contact with a conductors or a driver from a vehicle. During the interchange step travellers change vehicles or change operators and thus check out and check in again.

Post-travel experience

In the last phase, travellers evalute their trip and perfom tasks like adding value, check the status of the card online or make an invoice.

Figure 6: Customer journey with 4 main phases and 11 steps, a single jounrey from beginning till the end.

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Fare calculation at end of trip

With the OV-chipkaart the fare payment or ‘financial transaction’ is done twice a journey. With paper tickets the payment was done prior to a trip. Fare calculation with the OV-chipkaart is done at the check out action. This is an important factor for the moment of solving problems and correcting mistakes. Most travellers have already left the travel domain and take these problems home, literally. They then have to find information with the help of the Internet, a call center or have to go back to a station or service desk.

2.3.2 Context of OV-chipkaart regulationMany travel products

The ticketing system in the Netherlands knows a large variety in subscriptions. This is historically grown. A part of these subscriptions are subsidies from governments to subsidize different user groups dependent on age (children, elderly) or occupation (high school students, students). Other subscriptions are created by transport operators to spread travellers during the day/week (off-peak hours discount) or commercial offers; trying to attract more travellers to their public transport. More products mean more possibilities and complications.

Technology-based Self-service systems

Technology based self-service systems are technological interfaces allowing customers to use services independent of involvement of direct service employees. An important result of the implementation of the OV-chipkaart system is the increasing use of these technology based self-service systems. After the purchase of an OV-chipkaart almost all actions with an OV-chipkaart have to be done with self-service systems; adding value, pick-up products, check in and check out. Paper tickets and subscriptions are validated manually only.

2.3 Identifying technical and business contextMany OV-chipkaart issues have their origin in the principles of the OV-chipkaart platform and policy context of governments and operators. These key characteristics and determining contexts are described in system characteristics and the context of OV-chpikaart regulation.

2.3.1 System characteristics�Ǯ�ƫ���ǯ�������������������������The delay from level 0 to level 4 depends on the transport operator and modality; train, bus, bus or metro. Data from the card (level 0) to the central server (level 4) is not synced real time, but once every 15 minutes (train and metro) or once a day (bus and tram are parked in a depot). Therefor the system can be considered as offline. Most transactions are handled within 24 hours, but it can run up to 60 days or longer (personal communications, TLS). This can result in incomplete travel data presented by websites and service desks when travellers check their travel log or ask for help. Direct and successful problem solving of the last 10 transactions is possible with information from the card only. Travellers have to go to a service desk or use Technology-based Self-service.

Decentralized system

The biggest part of the system is decentralized; transport operators own level 1, 2 and 3 equipment and are responsible for maintenance and keeping it operational. Setting the tariffs and calculating the fares are done by transport operators.

Improvements to the system with regard to equipment can only be made by transport operators or the suppliers of the equipment. National changes have to be approved by all operators and executed by multiple suppliers. The consensus and execution process can take several years, even for very small changes.

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Replacement instead of addition

The OV-chipkaart system is designed to completely replace the old fare collection systems. The ‘strippenkaart’, single journey tickets and paper subscriptions are all transformed in the OV-chipkaart. Travellers have to use the OV-chipkaart when they want to make use of subscriptions or pay a reasonable price for single journey tickets. Because of a lack of alternatives people feel forced to use the OV-chipkaart. This reduced adoptation speed during the implementation phase.

Privacy versus open travel data

All OV-chipkaart transactions are stored in order to calculate fare distribution among the operators and give feedback to travellers. These data are carefully protected to prevent misuse and privacy conflicts. Operators cannot use travel data from each other, limiting the possibilities to help customers with OV-chipkaart related problems.

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2.4 Technology based self-service Self-service technologies replace the personal interaction by enabling the customer to carry out a certain service without the direct involvement of an employee of the company. Technology-Based Self-Services (TBSS) are increasingly used by companies in order to serve individual customer needs better and to increase their brand value, differentiate from competitors and to save costs. Since a growing number of users nowadays interact with such Self-Service-Technologies (SST) extensive research has been done on the perceived service quality (Curran et al., 2003; Dabholkar, 1996; Meuter et al., 2000; Reinders et al. 2007; Reinders et al. 2008). SST can be applied in multiple ways, such as automated teller machines, package tracking services, or the OV-chipkaart. According to Meuter et al. (2000) these technologies are a critical component of customer-firm interactions and will be increasingly important for long-term business success. The technology replaces the interaction with a company’s employee, which makes this new interaction a crucial part of the resulting customer satisfaction. Each interaction that takes place between the company and the customer is a chance for the company to sell itself and to satisfy the customer, no matter whether this interaction is real (between two

people) or virtual (human-machine-interaction). According to Bitner et al., Parasuraman proposed in 1996 to extend the Service Marketing Triangle (Figure 7) with a fourth dimension ‘Technology’ to a Service Marketing Pyramid (Figure 8).

If well designed, SSTs deliver advantages to the company and its customers as well. Reinders et al. (2007) summarized the advantages for the company and the customer as researched in multiple studies (Curran et al., 2003; Dabholkar, 1996; Meuter et al., (2003). According to them, the main advantages for the company are: the speed of delivering a certain service, preciseness and level of customization, cost savings, competitive advantage, constant quality, and more flexibility in time and space where the service is available. The biggest advantages for the customer are: ease of use, time saving, availability, feeling of independency, more control, and cost savings.

Sometimes customers are forced to use Technology-Based Self-Services, if there is no other option to fall back on other available services. In the case of the OV-chipkaart, this is the case at smaller train stations or bus stations where no service personnel are present

Employees

Company

Customer Employees

Company

Customer

Technology

Figure 7: Service Marketing Triangle Figure 8: Service Marketing Pyramid, the dimension ‘Technology’ is placed prominently in the middle.

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or at times when the service desks are closed. Reinders (2008) states that a limited choice of service delivery may result in negative effects and goes on in saying that ‘imposing an innovation on consumers results in resistance towards the innovation’. Furthermore literature points out, that previous experiences with TBSS have a positive effect on the attitude towards new technologies and their usage. According to a study by Langeard from 1981, which Meuter et al. (2000) refer to in their article, customers who are more willing to use SST tend to be ‘younger, single, better educated and have a lower income’.

In order to use a SST successfully, it is crucial for companies to understand which factors cause dis/satisfaction. The research of Meuter et al. (2000) identifies three factors that trigger satisfaction and four factors, which trigger dissatisfaction. According to them, the most important factor of satisfaction is that customers evaluate the TBSS as ‘better than the alternative’. This means, that customers appreciate the availability, the ease of use, the time and money saving factors. These factors correspond with the mentioned findings of Reinders et al. (2007). The most important factor for dissatisfaction is technology failure. This factor includes situations in which the user is prevented from using the TBSS. Solving the problem, by following a different approach, will incur a cost for the service provider. However, a successful problem recovery in such a situation is satisfying to customers (Meuter et al., 2000 referring to Tax et al., 1998).

In case customers do not have an alternative to the SST and are forced into TBSS their attitude towards the service provider is negative and their evaluation is likely to be affected as well (Reinders et al. 2008). However, according to Chang (2006) their feeling of having no choice of freedom is somehow recovering when they are provided with a recovery option in case of service failure. The study of Reinders et al. (2008) further points out that the evaluation gets more positive, when users of the TBSS in case of service failure are provided with a ‘fall-back’ option in the form of an employee. Finally, it can be stated that users with more experience of TBSS are generally more positive towards the TBSS. However, they are not towards the service provider.

Concluding, the TBSS theory predicts that people will enjoy using SST if it offers ease-of-use and saves time and money. SST will help companies to reach different users, offer a better product and at lower costs. Forcing users to adapt to SST might cause dissatisfaction and a negative attitude.

2.5 ConclusionThe analysis of the OV-chipkaart system has made clear there are many aspects to the development of such a vast system. The technology and business aspects have been dominant in the development of this particular system. Travellers are expected to follow and adapt to the system instead of making use of the strengths of technology.

The system is built on some principles like a decentralized system and face calculation at the end of the trip. These principles determine the usage to a large extent and are hard to change.

Technology-based Self-service bring potentially advantages like availability and speed. With the introduction of the OV-chipkaart these systems have become more important when using public transport, but lack coherence across the entire OV-chipkaart service.

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“Reist u op saldo, vergeet dat niet uit te chcken.”“Are you travelling ‘on credit’, do not forget to check out.” - audio message in a tram -

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3 Analysis: travel context and touchpoint usage

To gain insights into the problems travellers are facing, it is important to understand the context of the journey. This chapter describes the travel domains and the touchpoints; products and staff travellers come in contact with during their travel.

3.1 Describing the travel domainThe definition of ‘travel domain’ in the public transport is very broad. From earlier research it has become clear that each travel modality has its own specific context of use. The contexts are characteristic for the available touchpoints and needs of travellers. I will discuss four modalities: train, bus, tram and metro. I considered the bus and tram into one context, as in both in trams and buses OV-chipkaart equipment is placed inside the vehicle.

3.1.1 Train

The NS stations characterize the train domain. These stations are the start and end of every trip. Six types of stations can be identified based on 12 criteria (Van Hagen en De Bruyn, 2002). The number of travellers starting or ending a journey or just passing at a station is an important factor. For example, a station in the region near a small village with little travellers (type 6) is much smaller and has fewer facilities than a station in the centre of a city with many travellers (type 1). All stations have at least one NS ticket machine, an info/SOS-pole and a validator. Bigger stations also have service staff and service desks.

Although the definitions of the different types have been made very clear (Van Hagen en De Bruyn, 2002), it is hard to map the current stations according the categorization (personal communication, NS).

Train stations are categorized in 5 different zones (see Figure 9)

‘Omgevingsdomein’; areas outside the station building, direct surroundings.‘Ontvangstdomein’; zone between entrance and travel domain, travellers can find time schedules, ticket facilities and often convenient stores.‘Reisdomein’; the last zone before entering a train.‘Verblijfsdomein’; zone for information, waiting and shopping.‘Loopverbindingszone’; this zone intersects most of the other zones and is meant as a walkway from the entrance to the train.

According the definition of the NS, the travel domain is just one part of stations. Gates and validators mostly define the borders (see Figure 10). I consider the entrance domain as a part of the travel domain of a train journey: travellers are already busy with their destination and need to possess a valid ticket.

Validators are present in two forms: gates and validators. This results in a semi-open system. The biggest stations (82 of the 402 in total) will be closed off with gates in the near future, smaller stations will only have validators and remain open. Transfer stations, with other operators of train or metro, can have validators or gates. The location of validators differs per station from the main entrance to the platform and every possible location in between. At stations where gates are planned validators are placed on a row on diamond plate. Ticket machines and service desks are located just outside the paid zone. Figure 9 gives a schematic overview of the train domain, showing three different border types.

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NS stations act as an important transfer hub to other trains, both national and regional, and other modalities or transport options: tram, bus, metro, taxi, car and bicycle.

Figure 9: Overview of different domains in a train station. (Spoorbouwmeester, 2010)

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TVM outside payment border

SOS and info post

vechicle at a distancefrom validators

unpaid paid

check in and out beforeor after entering a station

validators spread along a path

train domain

isos

Check in at platform or near entrance of station.

Different types of validators: poles or gates.

Thoughts are with wayfinding or transfer.

Check in also for other goals: passing the station.

Check out at platform or near entrance of station.

Different types of validators: poles or gates.

Thoughts are with wayfinding or transfer.

Some payment barriers are not clear: no reminder.

Information and SOS pole in travel domain.

No OVC support behind gates.

Ticket machines near validators.

Ticket machines just outside travel domain in case of gates.

Manned service desks at bigger stations.

i+s

check in and out justafter entering a station

one- or two-way gates

‘border’ ofvalidators

‘fuzzy’ border

Figure 10: Schematic overview of train domain. The train domain is characterized by different arrangments of validation equipment, resulting in different border types: gates, line of validators and a ‘fuzzy’ border.

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3.1.2 Bus and tram

A trip by bus or tram starts at a bus or tram stop. The stop can be a raised platform or just a part of the sidewalk. A sign indicates there is a bus or tram stop. Most stops have a little shelter (Abri) with commercial ads and information from transport operators. Validators are placed inside the vehicles; it is an open system without gates. The ‘payment border’ is just behind the door of the vehicle (see Figure 11).

Bus

Busses normally have one validator at the entrance and two near each exit. Some busses have a basic pick-up-device in the centre of the bus. Travellers feel or are obliged to enter the bus at the front entrance. The driver sells disposable OV-chipkaart tickets and answers questions.

Tram

Trams are similar to busses but normally have more doors and travellers are not obliged to enter at the front entrance. Amsterdam has the exception that travellers have to enter the tram in the centre or the front; a conductor checks if everybody did check in. It is also possible to buy a disposable ticket at this counter.

Utrecht has one tram service where the validators are placed at the platform. In the tram there is no OV-chipkaart equipment available. In all cases conductors or ‘controleurs’ can ask for a valid ticket, give information and answer questions. They are not always present.

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unpaid

bus stop sign

abri

informationpanel

bus and tram domain

paid

interactiondriver - traveller- cico

check in at entering bus or tram

check out when leaving bus or tram

Figure 11: Schematic overview of bus and tram domain. Busses and trams have a clear layout.

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3.1.3 Metro

The metro can be considered as a mix of the train and bus/tram domain. Metro stations are larger than bus stops and are closed off by gates. Some stations have the same facilities as train stations like little shops and service staff; others have few or no facilities, like a bus stop. All stations have ticket and add value machines. The payment border is clear and visible: a line of gates (see Figure 12). Some stations have validators on platforms for use in case of a transfer to a train. Figure 13 gives a schematic overview of the metro domain.

Figure 12: A line of gates in Rotterdam Central metro station, a clear payment border.

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SOS and info pole

vechicle at a distancefrom validators

unpaid paid

check in and out justafter entering a station

metro domain

isos

one- or two-way gates

TVM outside payment border

Figure 13: Schematic overview of metro domain. Entrances of metro stations are compact and have a clear payment border.

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3.1.4 Comparison of the three contexts

The three described contexts can be compared on different aspects when it comes to OV-chipkaart equipment:

The location of the payment border is different for the three domains: entering a vehicle, passing a gate line, entering a building or passing a virtual payment border. The locations of these borders are constant and recognizable for bus, tram and metro. The border in the train domain is at various locations within a station building or in near surroundings.In the metro and train domain more self-service systems can be found near the payment border.The metro domain is the most consistent in sequence of touchpoints; almost every station has the same set of touchpoints which follow in the same sequence from the entrance till the vehicle. The bus and tram domain is the second consitent. The train domain is constant in the concept, but the implementation comes in different forms. Train stations can have very different layouts and available touchpoints.

The train domain is unclear for travellers because of the various locations of validation equipment. During a transfer from one train operator to another, a virtual payment border is crossed within the travel domain (Figure 14). A comparison of the check-in and check-out moments is visualised in Figure 15.

Figure 14: Validators from three different train operators at a train station. This is an invisible payment border.

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Travel domainPre-travel Post-travel

Conceptual check-in and check-out model of travellers

payment border payment border

Bus / Tram enter vehicle

pass a gate line

Transfer to other PTOCiCo at platform

Check-in at: Entrance of station Passing a gate line Near the staircase At a platform etc.

Check-out at: Entrance of station Passing a gate line Near the staircase At a platform etc.

pass a gate line

exit vehicle

Metro

Train

START END

Ci Ci

Ci

Ci

Ci

CoCo

Co

Co

Co

Check in

Check out

Figure 15: The conceptual model of the current payment border. Bus, tram and metro domains are very clear, the train domain is unclear for travellers.

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3.2 Analysis of touchpoints: functions and appearances

All contact points and interactions with the OV-chipkaart system are defined as touchpoints and can either be physical or non-physical. Touchpoints of the OV-chipkaart can be found at various locations or near the travel domain.

I will discuss most common types of touchpoints; both Technology-based Self-Service (TBSS) and non-TBSS. Figure 16 shows three touchpoint categories, TBSS touchpoints are depicted individually.

More elaborate information about the touchpoints can be found in Appendix A - ‘Touchpoint analysis’.

Technology-based Self-service ValidatorGatePick-up device (PUD) and Add Value Machine light (AVM light)Add Value Machine (AVM) and Ticket Vending Machine (TVM)SOS and Information post

EmployeesTicket deskService deskBus and tram driverConductor

OtherSignsInformation panelsAudio messages

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Figure 16: Overview of touchpoint categories; Technology-based Self-service, employees and other.

Tickets

check-out!

validator SOS and informationpost

otheremployeesgate Ticket Vending Machineand

Add Value Machine

Add Value Machine lightand

Pick-up device

Technology-based Self-service

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3.2.1 Technology-based Self-service

Self-service technologies replace the personal interaction by enabling customers to carry out a certain service without the direct involvement of an employee of the company. These technologies can be found more and more in the public transport domains.

Validator

The purpose of a validator is to calculate the fare. At check in it will check which products are on the card and it deducts a deposit. At check out the validator calculates the fare based on the distance travelled. Error messages at check out are rare; the card met all conditions at check in already. Validators will mainly indicate when a card cannot be read well enough.

Location

The location of validation equipment for almost all modalities is constant except for the train domain. Gates or validators are placed near the entrance, the passenger tunnel, the staircase or on the platforms. Travellers have to scan the station for validation equipment from the entrance till the train and vice versa. Regular travellers are trained to look for equipment instead of performing a skill: presenting their card at the right moment.

Operating validators

The interaction with a validator consists of only one active action from the user: presenting the card to the validator. After this action travellers get feedback about the status of the card, they read the message and pass on. This is a description of the ideal situation.

There are no use cues for holding a smart card in front of a reader. Travellers are dependent on feedback of the validator to understand whether their action was correct. There are no buttons to interact with the validator after the feedback is given. The only option is to present the card a second time, repeating the same action, starting the interaction from scratch. Figure 18 shows this simple interaction flow.

The duration of the messages are especially important for user groups with little experience in using the OV-chipkaart and public transport. Frequent travellers also experience a lack of time to read the messages.

Feedback

Validators give feedback via various indicators: audio, light and display. These three indicators work redundant from each other and (should) respond at the same time. Timing and duration are additional variables when looking at the combination of the indicators.

The terminology and even language differ per validator supplier and can differ per transport operator. The type of display is a major factor when it comes to the ability to show the amount and types of text. Most displays only show letters with a fixed-width, simple LCD displays only show capital letters. Figure 17 shows two different validators, each validator has its own interaction character.

Figure 17: Two validators with different appearances and different displays. Resulting in different feedback and overall interaction.

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display

audio signallight signals

RFID reader

optional pole

presentcard

OK NOT OK

!x at otherTBSS

seek help atother channeltry again

mobile phone, Internet,service sta", ticket desk

validator

Location of validator in train domain is not clear. Validators can be found at different types of locations or at multiple locations at the same station. Validators give status of card only and stop there. No suggestions for further actions are given.Users try to achieve multiple goals at one device. Check in, check out, transfer, read message again.Travellers forget to check out. There are very few indicators present to remind travellers to check out. Unclear and inconsistent feedback among the different suppliers of validation equipment.

Little time to read messages (2 seconds) and time limit is independent from length of message.

Multiple fonts are used which are hard to read.

Red and green signal lights are placed inconsequently. Hard to differentiate for colorblind travellers.

Low contrast of LCD character displays.

Different beep sounds.

Figure 18: Schematic overview of a validator and available actions. In case of an error there is very little extra information for the user.

Main user issues

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Gate

The purpose of a gate is essentially identical to a validator but has an extra function: closing off an area by doors. This makes the location of gates more critical and often bound to the entrance of the station.

Location

Gates are very present. Most gates have 2 meter high doors and are very prominently placed in a hall, passage or entrance. The location is strongly to related to an entrance of a station, tunnel or platform. The decision is made on the space available and whether certain facilities will be closed off or not.

Feedback

Gates give feedback via various indicators: audio, light, display and doors. These four indicators work redundant from each other and (should) work at the same time. Timing and duration are additional variables when looking at the combination of the indicators. The most important feedback of gates are the doors. The doors are in front of the user and very prominent. Other signals come from the sight of the user and are smaller in size. Figure 19 shows a schematic overview of a gate and available actions.

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display

audio signallight signals

RFID reader

green arrow orred cross

doors

sensors

presentcard

OK

doorsopen

NOT OK

try again

push emergencybutton

contact withemergency servicevia SOS+info post

!x at otherTBSS

seek help atother channel

mobile phone, Internet,service sta", ticket desk

gate

Gates are used to try to achieve multiple goals. Check in, check out, transfer, read message again, enter and exit station building. These goals can come in conflict.The doors can close suddenly when more people use it short after each other and the card of the second user is not validated correctly.The duration of the open doors is especially important for user groups with little experience in using gates.

The direction of two-way gates can switch instantly. When approaching users have to look at the other side to see oncoming travellers.The sensors in the gate also respond to objects like suitcases, bicycles and children trolleys. Creating unexpected and irrelevant errors for the user.

Main user issues

Figure 19: Schematic overview of a gate and available actions.

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Pick-up Device and Add Value Machine light

Pick-up devices (PUD) got their name from the main function: picking up products and activations bought or selected via the Internet. With AVM light devices it is also possible to add value to an OV-chipkaart by paying with a debit card. The functionality is basically the same as an AVM, but with a smaller footprint and a smaller screen with tangible buttons to the sides.

Location

Pick-up devices can be found near or in the travel domain: a platform, a bus stop or in a bus. Devices in the bus are only accessible with a valid ticket and are generally operated when the bus is driving. AVM light devices can be found in convenience stores, tobacco shops and super markets. Some counters also sell anonymous smart cards without credit.

Operating PUD and AVM light equipment

PUD and AVM light equipment is characterized by small displays and few buttons. Transaction or product overviews can only be given by using multiple ‘pages’.

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get productsfrom NAL

buy / addvalue

ask assistance fromshop employee

buy / addproducts

read cardinformation

insertcard

payment withdebit card

print receipt

display and buttons

information panel

payment module,RFID reader,receipt printer

optional pole

AVM light

Equipment comes from multiple suppliers with different options and services.Travellers have no other option for help. Employees of shops are not trained and paid to give information.Employees of shops have no control over the system when a payment by cash has to be cancelled or there is a failure in the system.Information on the display and receipt is not clear: abbreviations, short phrases, etc.

The components in AVM equipment seem to be arranged from a technical architecture perspective instead of a logical one, which would follow the actions of users.Because of the difference in services, users have to consult the OV-chipkaart website to be sure what services they can expect at a certain location.

Main user issues

Figure 20: Schematic overview of an AVM light and available actions.

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AVM and TVM

Add Value Machines (AVM) and Ticket Vending Machines (TVM) are used both in the train and metro domain. The main difference is the possibility to buy paper tickets or disposable smart cards at a TVM. Anonymous smart cards can be bought at TVMs as well. Travellers can use various payment options: various debit cards, coins or bills. At some locations, like Schiphol station and Amsterdam Central station, credit cards can also be used.

Location

AVM and TVM equipment is located just outside the metro and train travel domains: near gates, platforms or entrances. They are usually highly visible because of the dimensions and striking colors.

Operating AVM and TVM equipment

Add value and ticket machines are operated by touchscreens. These displays are comparable to midsize computer displays. Almost all actions are done via this touchscreen. Other buttons, slots and input options are related to the payment and the output of tickets.

The NS has an extra option for ‘help on distance’. Travellers can call a free telephone number which is indicated at the outside of the machine, service employees can answer questions and have the ability to take over the control of the machine.

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presentcard

buy OV-chipkaart

call 0800 number for helpat any stage

buy paper ticket

OV-chipkaartor not?

information

print information

products/add value

RFID reader

touchscreen

printer

payment modulecoin slot

header

machine IDand phone number

Tickets

Ticket Vending MachineAdd Value Machine

AVM and TVM are seen as sales channels, not as service channels. Both by travellers and transport operators. Travellers do not always consider using the machines because they do not know the full potential. AVM and TVM start with a standard screen, they do not respond to the actual needs of travellers like service employees would do.Overall interaction of different AVM and TVM is very distinctive: positive and negative.

Not all travel product and travel data is visible at machines of other operators.Help on distance sign is not noticed by travellers.

Main user issues

Figure 21: Schematic overview of a ticket machine and available actions.

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SOS and information post

SOS and information posts have two functions combined in one. It generally consists of a post with an SOS button, an information button, two loudspeakers and some explaining text. The SOS part is directly connected to emergency services. This post is at the border of technology based self-service because it is actually a communication device to contact a call center. Figure 17 gives a schematic overview of the SOS and information post.

Location

These posts can be found in metro and train domain. In case of gates they are placed inside and outside the paid area. At smaller unmanned stations in the train and metro domain these are placed at platforms.

Operating SOS and information post

Most posts have two buttons: one for information and one to call for help in case of emergencies. Once the button is pressed, travellers are connected to a service center or a security center and the overhead camera is activated. There is a microphone and an audio speaker built-in. The loudness of the audio is independent of the location and context. Only the service employee is able to end the call.

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action byemergency services

SOS button

servicecenter

info button

SOS or info?

at otherTBSS

seek help atother channel

mobile phone, Internet,service sta!, ticket desk

emergencycenter

headercamera

button: informationbutton: SOS

SOS and informationpost

Travellers are still hesitant to use the post to call for help or information. The red SOS sign deters travellers from using the information function. Communicating with a service desk in public is a second issue. (personal communications, Raja Schmidt - NS)

Travellers with OV-chipkaart problems cannot be helped right away. Service staff on distance cannot read the status and information of the card. Travellers are redirected to the nearest service desk or, in case of an NS post, to a TVM and then asked to call a service number.

Main user issues

Figure 22: Schematic overview of a SOS and information post and available actions.

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3.2.2 Service employees and other personnel

Travellers could come in contact with various employees. These employees all operate in different contexts like a service desk at a station, in a vehicle or behind the steering wheel. Although they all can be approached to help with OV-chipkaart issues, their main job description and associated responsibilities and abilities are very divers.

The most important quality of personnel is the ability to respond to the direct needs of travellers. There are only a few actions (questions) by travellers to go to a servie employee.

Ticket desk

Ticket desks can be found at bus, train or metro stations. Employees at the ticket desk are able to read the OV-chipkaart and see what is stored in the card. They give advice in case of severe problems. This results in paper forms, a phone number or the address of a website. Small problems can be corrected directly.

Ticket desks are usually located in a separate closed off room near a main entrance of a station. The threshold for simple questions is higher than the information desk. Travellers can expect to stand in a queue.

Information desk

The information desk can be found in the NS travel domain at big stations. Employees can give information about the time table and the status of the OV-chipkaart. They use a personal validation unit (PVU) and are not able to look for extensive information. They will redirect travellers to a ticket machine or a ticket desk. Although the abilities of service employees to solve problems are very limited, travellers find their help useful and the threshold to walk up to their booth is low.

Driver

The main task of a bus and tram driver is to bring travellers from A to B. Their second task is to audit the check in action of travelers and sell disposable tickets. The driver is able to answer the most common questions about the OV-chipkaart, but is not able to look at the transactions stored at the card and solve problems.

Conductor

One important task of a conductor is ‘ticket collection’. With the OV-chipkaart this means ‘checking the status’ of the OV-chipkaart. These employees can only see data stored on the OV-chipkaart; they use a PVU for this. The abilities of conductors to solve problems are limited and they can only refer travellers to a service desk, call center or the Internet.

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Tickets i

ticket desk info desk bus and tramdriver

conductorand service sta!

Most employees can only give advice to travellers when it comes to severe problems with the OV-chipkaart or bought products. They refer to websites or call center to solve the problem.The different types of employees have different mandates, this is not always clear to travellers.

Most travellers feel insecure when a conductor enters a compartment, they are asking themselves: ‘Did I check in?’. This feeling of insecurity is justified because a conductor can give a fine or ask travellers to leave the train if their ticket is not valid.

Main user issues

Figure 23: Overview of different employees.

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3.2.3 Other touchpoints

Other touchpoints with the OV-chipkaart is printed information appearing on different media. An other remarkable medium is the spoken audio message in trains, trams an metros. Almost all messages are linked with the check in and check out process.

Stickers and signs

Stickers are placed at doors near validators to remember travellers to check out. Other stickers are meant to guide travellers to the correct spot to tap the RFID reader. One unified symbol is created to be used at all smart card readers except smart card readers with a slot.

Informing panels and brochures

Some posters can be found at platforms and station areas; the content is usually about product offers. Brochures can be found near ticket or information desks, they give information on the card, system and the usage. Not all use case scenarios are addressed; there are some crucial rules left out, like time limitations and the possibility that a card gets blocked.

Audio messages

In almost all modalities audio message are used to remind travellers to check out when leaving the vehicle or the station. Especially the bi-lingual messages in the train get longer and longer: place of arrival, reminder to take your luggage, optional transfer platforms and delays and… a reminder to check out.

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check-out!

check out / insign

stickers and signs informing postersand brochures

audio messages

OV-chipkaart hier incheckenof uit checkenvoor NS

“Do not forget

to check out!”

Most signs are used to remember travellers to check in or check out. The design of the check in and check out zones is apparently not enough to guide travellers to the desired action.Near the check in and check out zones very little information is given about the OV-chipkaart system or information about how to solve problems.

The OV-chipkaart stickers are not placed at all equipment. Signs are used for routing or reminders, little information or explanation is given on the system or problem solving.

Main user issues

Figure 24: Overview of various other touchpoints.

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3.3 User observations in the travel domainDuring the analysis of the travel domains also user observations were performed. Observations were done in three different domains: metro, bus/tram and train domain.

The main goal was to understand what people are actually doing when they check in or out. The important thing is to see what the use is in the specific contexts; which factors are important for the interaction with OV-chipkaart equipment?

Method

Travellers were shadowed from just before check-in till just after check out. When possible this was recorded on video and when possible travellers were asked about remarkable events that just happened. The focus was on the check-in and check-out action. Travellers were also observed during their journey to see what they do with their OV-chipkaart. Multiple train stations were visited: types 1, 3 and 6 (Van Hagen en De Bruyn, 2002) during peak and off-peak hours. Metro stations, bus stops and tram stops were visited in city centres and rural areas.

3.3.1 Observations in the bus and tram domain

The interactions with validators in busses and trams are charaterized by entering and leaving vehicles. Travellers are multitasking and have little attention for OV-chipkaart actions. When an OV-chipkaart refuses to work travellers buy paper tickets in the bus or just take a seat without bothering in case of the tram. Specific elements of a journey by bus and tram are divided in three phases: ‘check-in’, ‘travel’ and ‘check-out’ (see Figure 25).

Travellers waiting in line to board the bus during peak-hour.

Travellers have to wait for other passengers till they can use validation equipment. With the introduction of TBSS the validation action shifted from the bus driver to travellers. Travellers are now waiting on other travellers instead of the bus driver, they are impatient. The user who is actual checking in feels this pressure and the urge to validate as quickly as possible. Not only other travellers are waiting till the validation is finished, also the bus driver is waiting.

Check-in

Figure 25: Three phases in a trip and the most remarkable issues.

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Check-outA traveller waits for feedback from het validator at check out while the door is still open and the driver is waiting for her to disembark.

Checking out is similar to checking in when it comes to the pressure of waiting passengers and bus driver. Travellers check out while the bus is still driving or just before leaving the bus because other passengers were in front of them. Generally travellers want to get more feedback from the validator: confirmation of the check-out action, the price of the trip and the credit on the card after check-out.

TravelA traveller holding her OV-chipkaart in her mouth to avoid to forget checking out.

Most travellers in bus and tram hold their card in their hand or pocket, ready to check out. Two factors are important: the duration of the trip and the frequency of the specific route. First comes the frequency of the route; travellers who take a specific bus service for the first time are more likely to hold the card in their hand. They are occupied with taking the correct bus stop and paying attention to the route. At longer trips travellers tend to put the card in their wallet or a pocket of a jacket or bag.

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3.3.2 Observations in the train domain

The speed with which travellers pass a validator in the train domain is much higher than in a vehicle or a closed gate. Travellers can have their own pace. For most travellers the pace is relatively high, for all sorts of reasons: out of routine; in a hurry to catch a train; peer pressure in a crowded corridor. The effect is dat most travellers are not really aware of their actions and the feedback of the validator.

Important OV-chipkaart moments in the train domain are the ‘check-in’, ‘check-out’ and actions at the ‘ticket machine’ (see Figure 26).

A traveller walks by and get feedback just in time.

Check-in and check-out in the train domain looks similar. Travellers roughly validate their card in two ways:

1. Walking by and try to get the meaning of the audio and light signals and maybe a glimps of the display.

2. Stand still for a moment and try to really read the text on the display.

Check-in

Figure 26: Three moments in a trip and the most remarkable issues.

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Check-out

A traveller bends over to have a better look at the display.

As with the bus, travellers want to get more feedback at check-out. Reflections of the sun or other lights in the area make it difficult to read the information on the display. Travellers try to cover the validator or bend over to establish a better viewing angle.

Ticket machines are not only used for buying paper tickets or add products to an OV-chipkaart before validating. The machine is often used after a failed check-in action to find a solution or add credit. Activating the card for use with NS trains was the main reason for many travellers to consult a tichet machine.

Many travellers do not know ticket machines kan give overviews about travel products and travel transactions.

Ticket machines

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A traveller checks in on the left-hand side.

3.3.3 Observations in the metro domain

In contrast to the train domain these gates are all closed. The check-in and check-out flow is dictated by these gates. It is clear for travellers they have to do something with their OV-chipkaart.

This is something what happens many times: people tap their card on their left-hand side. The door of the next gate opens, travellers then have to understand what is going on and respond to this unexpected situation. Some people change gates, others do not understand what is going on and the gate closes again. Figure 27 shows the sequence of such a situation.

Special situations occur when travellers bring all kinds of objects or fellow travellers to the metro domain. Some examples are given on the opposite page.

“Check-in OK”, the traveller walks up to the doors.

Traveller realizes the doors stay closed and the next gate is opened.

The traveller passes the gate.

Figure 27: A traveller checked in at the wrong gate, she did not understand which RFID reader belonged to the gate.

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1. in front of sensors

2. gate blocks

1. gate closes

2. this man had to check-out again

3. does not understand

1. woman thinks she can pass

2. no clear feedback from gate

4. man has to rescue the baby

3. baby carriage got stuck

There can be a huge gap between the intended usage of a product by designers and the real usage by travellers. In case of gates this is very visible. The examples on this page show that people can encounter very special situations when carrying or bringing all sorts of products to the metro domain. Also passing a gate with children can cause a problematic experience.

(un)expected behaviour of travellers and gates

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3.4 Personal check-in and check-out actionsDuring a six month period I filmed all my personal actions with validators and gates. The goal was to map all different validators and evaluate the feedback behind a desk, out of the context. Almost all different validator types were evaluated in different travel domains.

It became clear there are big differences. Graphical displays and clearly defined audio signals are the best. The different displays and feedback signals are showed in Figure 28. These pictures do not show the delay of the RFID reader, often an underestimated factor for the validation action.

Figure 28: Screentshots of movie clips of check-in and check-out actions: a variety of display types and feedback signals.

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3.5 �����������������������ƪ��Journeys can start at the homes of travellers, at their work, in a city center or just in front of a station. The focus of this project is on trips, starting just before check in and ending with a check out. I expect travellers already have bought a card or added credit to it when starting the trip.

A trip consists roughly of various steps and are visualized in Figure 29.

Way finding and routingWating at bus or tram stopValidate – check inProblem solvingWaiting at a platformTravel (and transfer)Validate – check out

����Ƥ�����������������Way finding and routing come mainly into play with finding the right platform with the right vehicle to the desired destination. In the train domain this is an important step for the OV-chipkaart. Travellers have to look for OV-chipkaart equipment; they have to scan the area and identify the equipment.

Waiting at bus and tram stop

Waiting is a common action when taking the bus or tram. Travellers have mostly static information like a poster a map and one or more timetables. More and more cities have dynamic time information at the stop. There are no OV-chipkaart actions involved or offered in this step.

Validate: check in

In the validation phase travellers walk up with a card expecting to pass with a correct action. At check in they expect to pass with a valid ticket. They have to remember the most recent status (products and credit) of the card; there are no possibilities to verify this without the help of external products. Travellers basically have a blank card and are

‘asking’ the validator: “Can I pass?” The validator indicates whether the action is successful or not.

Problem solving

There are two main error types: the validator detected a smart card but it cannot be read properly, it will indicate, “Try again”. In case of mismatching products or credit the validator gives the status of the card: “Not enough credit” or “Card not valid” for example. It does not give extra information what travellers should do to solve these errors. The interaction stops with questions with the users.

Wating at a platform

In case of a trip by train or metro, travellers are waiting for the vehicle to arrive after they checked in. Travellers are asking theirselves: ‘Have I checked-in already?’ When this happens they have to prioritize again: go back to the station hall, find a validator on the platform, or catch the train or metro without knowing exactly whether they are checked-in or not.

Travel (and transfer)

I consider a journey with a transfer between different modalities as two separate trips. The transfer between two train operators is an exception. In the current situation travellers are asked to check in and out. Single check-in / check-out, as described in ‘Enkelvoudig in- en uitchecken in de treinketen’, permanente structuur, is highly desirable by travellers.

Validate: check out

In the validation phase travellers walk up with a card expecting to pass with a correct action. At check in they expect to pass with a valid ticket. They have to remember the most recent status (products and credit) of the card; there are no possibilities to verify this without the help of external products. Travellers basically have a blank card and are ‘asking’ the validator: “Can I pass?” The validator indicates whether the action is successful or not.

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Scan

From which pointdo I have to pay?

Visable fromvarious angles

This is the border

Validator or gate?

Validator on theroute to vehicle

Do I have tocommunicatewith the validatoror bus driver?

Which gate ingate line

Is gate one ortwo-way?

Validatoroperational?

Location of reader

Ergonomics

Clear distinction

check incheck out

Minor error

1 Try again2 Go on, but...3 Go back (TBSS)

Big error

STOP!Go back (TBSS)

Advice fromdriver

Advice fromservice staff

Speed of feedback

<300 ms

Diagnosis

Full card information

Static information

Link to conceptualmodel

TBSS

Card reader

TBSS

Card readerService machine

IdentificationAttributionPrioritizationTryingResolve

Verify statusof the card

Checked in orchecked out?

Card level

Card with display

Clear check out

Check outreminder

Card level

Card with display

Stepping ofthe bus

Verify statusof card withconductor

Advice fromconductor

Way finding

DEPART ARRIVE

Validate

Identify Status Gate or VAL Present card Feedback

Problem solving Platform Travel Validate

Check outDriver

Figure 29: The OV-chipkaart is not only about validation; travellers have to think about a lot more when using the OV-chipkaart.

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3.5.1 Interaction with a validator - a role play

What would happen when a validator became human? That was the main question when making a small video clip of the difference in interaction between a machine and a human. Two scenarios were played. In the first scenario (see figure above) an actor played a machine-like interaction: formal and consistent in every situation. The validator follows protocols, but the protocol does not say anything about the user interface and interaction.

In the second scenario (see figure below) the responses of the validator were more human-like: more friendly and helpful in case of errors. His actions came from a universal protocol, in which the interaction with travellers is described.

The video of this role play made very clear what the differences are and help to understand the interaction between validators and travellers.

Link to video clip (Dutch): http://bit.do/humanlike

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3.6 Conclusions of the analysisThe observations in the travel domains resulted in new insights about the travel domains, the touchpoints and the actions performed by travellers.

3.6.1 Travel domains versus border types

The three travel domains show various differences when it comes to available touchpoints and layout of these elements. More important are the differences in border types; open borders (most train stations), closed borders (gates at train and metro stations) and borders just after entrances of vehicles (busses and trams). A fourth border is used when transfering from one train operator to an other. This fourth type can be described as an open transfer border and is located at a platform in train stations.

The border type categorization is more important than categorization by modality when looking at OV-chipkaart interactions. Because these different border types dictate a specific interaction which depends on the combination of touchpoints and not on the type of modality.

3.6.2 Characteristics of the touchpoints

‘Character’ of touchpoints

The touchpoints in the travel domains are different in ‘character’. Feedback is unclear and ambiguous. English terms and abbreviations are used next to Dutch-English translations.

Interaction resets

The interactions with validators usually stop after one action. For ‘normal’ use this is acceptable and fast, in case of an error this is not helpful. Travellers have to ‘decode’ the message and find a solution themselves. Validators are simple devices and seemingly without any link to other touchpoints.

Gates are unfriendly barriers

Gates form an unfriendly barrier with unpredictable behaviour. The basic interaction is comparable with validators, but travellers are confronted with steel doors. These doors dictate the interaction. However, closed gates help travellers to validate and therefor prevent problems when travellers do forget to validate their card.

Passive AVMs and TVMs

AVMs and TVMs are good sources for information of the card but are not pro active helping travellers to solve their problems. The machines are still aimed at selling single journey tickets, products and credit. Travellers start an interaction from scratch even if they just encountered an error at a validator.

3.6.3 Three main problems in the validation interaction

Recognition of ‘OV-chipkaart moments’

The location of validators is different for many train stations. Most travellers are scanning the station for validators and regularly forget when they are distracted. Not only the location is important for the findability, the appearance of the equipment is in competition with other services and equipment.

Coherent services and equipment

Many travellers use more than just validators. For adding credit or resolving errors, they use other equipment or service channels. The current equipment is in most cases not coherent and are not presented as a product family, working together to achieve a common goal. The interaction starts over again with each touchpoint making it an unpleasant and time consuming experience for travellers.

Consistency of equipment appearance and messaging

The equipment in the travel domain comes from various suppliers and have different appearances. All transport operators maintain their own equipment or have it done by their suppliers. Operators use different messages for similar tasks. Travellers have to learn these difference or they just skip the text and try to grasp the meaning of light and audio signals.

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“Als ik mijn kaart weg stop dan vergeet ik altijd uit te checken.”

“I always forget to check out when I stow my card away.” - quote from evaluation with travellers -

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4 The core concept: the payment border

The findings of the analysis result in a new design assignment; designing a payment border for public transport operators.

The payment border is a zone in which travellers have to perform an action to acquire a valid ticket for their trip by public transport. This chapter describes three different border types, the problem statement, the scenario of use and the design criteria.

4.1 The core conceptWhen travellers make use of public transport they have to pay at a certain moment; they make a transition from a unpaid to paid zone. Figure 30 illustrates this border and the associated elements of the interaction. Travellers pass the border to either check-in or check-out (green arrows). At the border (blue dashed line) they perform an action. The result of this action can be positive, check-in or check-out, or negative because of various errors. Travellers are passed (green arrow) or bounced to other touchpoints (red arrows).

This transition consists of three stages. The first stage is about understanding with the travellers they have to do something at a certain location. Travellers also forget to validate their ticket or are not aware they have to do something. They need to be guided towards the moment of validation.

The second stage is the validation action itself. This should be simple action: quick and understandable. When this action is not successfull it should be clear to the traveller where to go.

The third stage is about all supporting touchpoints near the validator. These touchpoints should give information and support.

PaidUnpaid

check incheck outvarious errors

check incheck out

Results of action at the border

other touchpoints

bounce

Figure 30: Schematic representation of the transition from the unpoid to the paid side of the payment border.

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Extra rim light to attract the attention of travellers when the bus arrives at a bus stop.

Messaging harmonised with other types of validators.

4.2 Three payment border typesThe core concept can be applied to the three different payment border types: payment border in vehicles, closed payment border and the open payment border.

Payment border in vehicles

The location of this payment border is already clearly defined: near the doors of a vehicle. Information and support can be given by the driver of the vehicle. Feedback of the validation action could be better.

Closed payment border

The location of this border is not always clear, but travellers recognize the gates quite quickly or bump into them automatically. Travellers cannot forget to check-in or check-out, that is an advantage of closed doors. The disadvantage of gates is the complexity of the entire gate interaction; the behaviour of a gate is unpredictable and travellers do not always know how to interact with them.

Open payment border

The location of this border type is not always clear to travellers and the border presents itself in various forms. The interaction with the validator is comparable with other validators. The number of supporting touchpoints differs per station and lacks coherence.

4.3 Border type selection: open payment borderThe open border type brings the most issues for travellers. Almost all aspects are underdeveloped and should be improved. The most important assignment is to bring coherence in the interaction with this border type.

Although the closed payment border and the payment border in vehicles are defined clearer than the open payment border, there are still flaws in the interaction. Paragraph 4.3.1 and 4.3.2 give possible solutions to help travellers with their interaction with tese border types.

4.3.1 Payment border in vehicles: solutions

The biggest problems in vehicles are clear and uniform messaging and travellers forget to check out. Messaging should be haromnised with other validator types, this is discussed in chapter 5. Extra attention to check-out can be drawn with a dynamic rim light which lights up or flashes when the vehicle arrives at a bus or tram stop.

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4.3.2 Closed payment border: solutions

The interaction with gates is dictated by the doors, but in case of errors the display gives feedback to travellers. To gives travellers extra time to read messages the display could be placed near the doors. An other issue is the symetric design of current gate consoles. Some travellers (mostly left-handed) check in at the wrong gate. By placing the front and top plate of the console in an angle this issue can be minimalized.

Extra distance between RFID reader and display gives travellers extra time to read messages.

Angle added to establish clear guidance for travellers.

Angle added to establish clear guidance for travellers.

Eccentric signage to emphasize the eccentric design

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4.4 Open payment border: sequence of useThe payment border facilitates the main function: check-in and check-out. The check-in and -out sequence has three stages:

Wayfinding & recognition.Information & support.Validation.

Figure 31 shows the three stage of the open payment border concept and what they should facilitate.

validation

! ?in case

of errors

paidunpaid

information & support

One clear zone for validationCheck-in / -out reminder

Clear messagingInstructions for error resolving

(Static) informationSupport for error handling

wayfinding & recognition

i

Figure 31: Three stages of the payment border concept and what they should facilitate.

These stages can be followed after each other, but travellers are able to use them in a random order or skip one of the stages when they are already familiar with it. Figure 32 shows an example where the support stage is used after validation. The validation stage which is required at every journey.

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Wayfinding & recognition Static information Validation

Support - error resolving Validation (2nd time) Enjoy successful check in!

Understand where to use the OV-chipkaart and find information.

Find a soluation for the problem at other touchpoints near the payment border

The ability to read about OV-chipkaart rules and how to get support.

Validate the OV-chipkaart a second time.

Use the OV-chipkaart and understand the messages. In case of errors an alternative is suggested.

Validation was successful and the traveller can continue his journey.

Figure 32: Scenario when using all three stages: wayfinding & recognition, information & support and validation.

Rule #1

Rule #2

Rule #3

OV-chipkaart

Ticketskopen ov-chipkaart

Rule #1

Rule #2

Rule #3

OV-chipkaart

!

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4.5 Problem statementThe problem statement (Roozenburg & Eekels, 1998)

The problem

There is no clear defined ‘open payment border’.

���������Ǣ�������������������ơEveryone who is using public transport is a user (or potential user) of payment systems in the travel domain. Eventually all tickets will carry a RFID chip. Inexperienced travellers with low technology understanding are helped more than others. Average users are helped as well because they do not always understand what is going on.

Self service systems cannot respond to all situations travellers encounter. Service staff will play a role in the payment zone to help travellers with finding a solution for their problems.

Goal of the design

Travellers should be guided in their actions. The design should increase the findability of validators to encourage to check in or check out. The overall experience of validating and problem solving should be fluently.

Conditions

For a clear payment border in train domains it is important that the single check in / check out will be implemented. This is a starting point for the design of a payment border.

4.6 Design criteriaMost important criteria for the design of the open payment border.

The payment border should:

facilitate clear orientation. Guide travellers to the payment border.be recognizable as a location where OV-chipkaart interactions take place.have a consistent appearance.have a consistent location type at every station.facilitate error handling within the payment zone.consistent flow throughout the interaction with the touchpoints.

4.6.1 Guiding principles

Validators should act like a friendly service employee: guiding travellers the right way; thinking along with travellers; giving personalized information based on your specific needs.

Equipment in general should meet the expectations of travellers. Consistent feedback is preferable: meaningful signals and messages. Consistent behaviour of equipment is an important factor for users to predict interactions and thus meet expectations.

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“Gewoon in- en uitchecken, hoe moeilijk kan het zijn!?”

“Just check-in and check-out, how difficult can it be!?” - quote from system engineer working at a transport operator -

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5 ��������������������������Ƥ������To come to a final design, the open payment border is designed in multiple steps. The touchpoints are designed separately from each other and combined in an overall concept. This chapter describes the various steps of the concept development.

5.1 Method: solution explorationThe rough concept of a payment border is set. The different elements are designed separately from each other and iteratively evaluated by a walkthrough. Discussions with colleagues further refined the designs and the entire concept. After refinements a selection is made based on the requirements.

Ga naar de servicebalie vande vervoerder

Geblokkeerdeov-chipkaart!

Saldo

Geblokkeerde ov-chipkaart

Activeren van ov-chipkaart

Iemand wegbrengen naar het perron

Verlopen ov-chipkaart

Opwaarderen kan bij de serviceautomaat of bij een loket.

Vraag automatisch opwaarderen aan op www.ov-chipkaart.nl

U heeft een aantal keren niet uitgecheckt. Ga naar een loket

voor meer informatie of bel 0800-9292.

Uw kaart is nog niet geactiveerd voor het gebruik met de trein.

Volg de instucties van de serviceautomaat.

Vanaf het moment dat u incheckt heeft u 60 minuten

de tijd en kunt u zonder te betalen weer uitchecken.

Uw ov-cipkaart is ouder dan 5 jaar. Koop een nieuwe

anonieme kaart bij de serviceautomaat. Voor een

persoonlijke kaart kunt u terecht bij het loket of

de website www.ov-chipkaart.nl

Informatie

Ticketskopen ov-chipkaart

Help via other touchpoints: Service sta! Smartphone app Website Service desk

Way"nding & recognition Validation Information & support

5.2 Solution explorationThe payment border concept consist of three stages: wayfinding & recognition, information & support and validation. The main focus in my work is on ‘wayfinding & recognition’ and ‘validation’. The SOS and information post and service staff is important as well, but are not, or not solely Technology-Based Service-systems. The interaction with these touchpoints should be reconsidered in an integral service design.

Figure 33: The touchpoints of the open payment border. The development was mostly focussed on the ‘wayfinding & recognition’ and ‘validation’ stages.

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A more narrow passage with vertical elements to attract the attention of travellers.

Information panel and information post on the side of the passage.

Open structure

Vertical wall space in a 45 degrees angle to create a kind of funnel.

Magenta line to emphasize the border.

OV-chipkaart information

Info and SOS post

5.2.1 ���Ƥ������Ƭ������������

The payment border should easily be seen. The most important factor is the type of location of the payment border. The entrance of a station would be the most obvious place since all travellers have to pass this location and check-in at a station and not at a vehicle.

Single check-in/check-out is the most important condition for a consitent payment border with one type validator only.

The first step of a border was to create a sort of tunnel. By using more vertical surfaces with a minimum height of 2,5m it will stand out among other elements in the entrance area. The size depends on the maximum distance of travellers and the dimensions of the entrance area.

A second version is an asymmetrical design with only one information panel on each side. An extra horizontal element is added to create a portal and add extra vertical surface.

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A more narrow passage with vertical elements to attract the attention of travellers.

More closed portal

A horizontal banner with OV-chipkaart icons

OV-chipkaart information is in the background when standing at in front of a validator.

5.2.2 Validation

Validation is the most important action in the payment border. The main interaction seems very simple but it is a combination of many details. These details were designed seperately and evaluated during the design process.

The most important goal is that user must understand the feedback in a split second. The following aspects are addressed:

Messages: what information should be communicated.Hardware components.Timing: does the message comes at the right moment.

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Messages

Travellers want to have clear feedback when they present their card to the validator. They expect the validator reads the card. When the card is detected by the validator there are two main possibilities:

Validation is successfullThe user is now checked in or checked out.

Validation is not successullThe communication with the card failed.

The card is not valid.

The messages are built with layers of color, symbol, main topic and extra information or suggested user actions (see Figure 34). These layers offer redundancy to help communicate with a large group of users, including low-literate and color blind.

The result is 4 categories of messages: ‘standby’, ‘successfull action’, ‘error but can by solved quickly’ and ‘severe error’. Figure 35 shows these categories and further explanation. The messages for check-in, check-out and transfer are depicted seperately. These messages have a different layout to make clear distinction from the other messages.

Standby (steady state)

Black background with white letters. The text tells users they can use the validator. The circle is a symbol for a bus or tram stop.

Check-in

The background is white to create extra contrast with the steady state. The circle and line are colored green, the text ‘IN’ appears. On the bottom side is room for additional information like travel products.

Check-out

This screen is similar to the check-in screen, but allmost elements are aligned to the right side. This allows travellers to get the meaning of the screen in a split second and is very usefull for frequent travellers.

Color

Symbol

Main issueexplanation

Suggestionuser action

Houd de ov-chipkaart

nogmaals voor de ring

ov-chipkaart

niet kunnen lezen

!

Tahoma Bold20 ptleading 30 pt

Tahoma Bold28 pt!

Houd de ov-chipkaartnogmaals voor de ring

ov-chipkaart niet kunnen lezen

1 cm1 cm

!

Figure 34: An example of a messages that is built with layers of information.

Transfer

The transfer screen is a special check-in message which indicates no extra base rate is paid. Two circles and a dashed line symbolise the transfer. The text is centred.

Small error

The combination of the yellow background and the warning symbol stops travellers from passing. The first line of text tells what just happend, the other lines can give a short explanation and instructions.

Big error

The layout is comparable to the screen of a small error, but the background is now red and a cross indicates that the user can not travel with this card anymore.

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Symbol and ‘check in’ text on the left

Price and credit in same corner as ‘Uit’

Houd uw ov-chipkaart

voor de ring

In- en uitchecken

Landbergstraat

Overstap

UitIn

Landbergstraat Landbergstraat

Landbergstraat

Saldo € 10,35Ritprijs € 3,65

Ga naar de servicebalie vande vervoerder

Geblokkeerdeov-chipkaart!Saldo te laag

!Huidig saldo € 0,00 Minimaal € 10,00 nodig

Ga naar een oplaadpunt

‘Warning’ symbol ‘Stop’ Symbol

Instruction for traveller

Symbol and ‘check out’ textflips to right side

Dashed line to indicate thetrip is ongoing

Name of bus or tram stop

Status of the card

Explanation and instruction

Yellow is perceived as ‘warning’ Red is perceived as ‘stop’ or ‘wrong’

Name of bus or tram stopin steady state

Figure 35: Six differnt messages to display: ‘standby’, ‘check-in’, ‘check-out’, ‘transfer’, ‘error but can be solved quickly’, ‘severe error’.

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Hardware components

The configuration of input and output components in the new concept is comparable to the Thales V4 validator. Figure 36 shows the configuration of the components.

RFID reader

The RFID reader is still placed below the display. The sticker with card symbol (Routing Signing Branding, 2012) indicates where users have to present their card.

Magenta LED ring

A mangenta LED ring is added to emphasize the location of the RFID reader. The light has some other functions: indicating the operational status; confirmation that the card is validated; warning signals in case of an error message.

Figure 36: Input and output components of a validator. This is comparable to Thales V4 equipment, but with some changes: LED ring added and extra light signals removed.

Graphical TFT display

A graphical TFT display is required. A high resolution display increases the readability of images and text.

No extra light signals

Besides the magenta LED ring there are no extra green or red light signals. The colors are integrated in the message on the display. When choosing for light signals it is important to use a traffic light order (red on top) and preferabily combined with a symbol: e.g., red with cross, green with a checkmark.

Audio speaker

The audio speaker should be on the frontside of the validator to support location of the sound by travellers. This is important when validators are standing side by side or back to back.

The current symbol is recognizable.

Magenta LED ring to highlight the RFID reader and give feedback in case of errors.

Graphical display wide enough to use bigger texts.

No distracting LED lights or text on the body of the validator.

The gray line combines the rectengular display with the round light and RFID reader.

Audio speaker in the front panel of the validator to support location of the sound.

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940

45°

~5°(internal)

ProdataNew concept Thales

1140

20°

1240

In

Landbergstraat

Figure 37: Height and angle of the display in the new concept compared to current equipment. The new concept is higher and the top part makes an angle of 20 degrees.

Body of the validator

The body of the validator can be slim and minimalistic. The main purpose is to hold all other components together. The centerheight of the dispay is raised with 100 millimeter and the angle of the ‘head’ is set to 20 degrees. This delivers a better viewing angle and thus support users better in reading the messages. Figure 37 shows the dimensions of the new concept and current products of Prodata and Thales.

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Saldo

Geblokkeerde ov-chipkaart

Activeren van ov-chipkaart

Iemand wegbrengen naar het perron

Verlopen ov-chipkaart

Opwaarderen kan bij de serviceautomaat of bij een loket.

Vraag automatisch opwaarderen aan op www.ov-chipkaart.nl

U heeft een aantal keren niet uitgecheckt. Ga naar een loket

voor meer informatie of bel 0800-9292.

Uw kaart is nog niet geactiveerd voor het gebruik met de trein.

Volg de instucties van de serviceautomaat.

Vanaf het moment dat u incheckt heeft u 60 minuten

de tijd en kunt u zonder te betalen weer uitchecken.

Uw ov-cipkaart is ouder dan 5 jaar. Koop een nieuwe

anonieme kaart bij de serviceautomaat. Voor een

persoonlijke kaart kunt u terecht bij het loket of

de website www.ov-chipkaart.nl

Informatie

5.2.3 ������������Ƭ��������

The basis for the information & support stage are an information panel and the ticket machine. A third touchpoint is the information and SOS post. This touchpoint is not part of this project.

Information panel

The information panel has two functions: supply travellers with information about the OV-chipkaart system in general and guide them to a solution after they encountered an error at a validator (see Figure 38).

The information is structered per topic for easy scanning. Although the validator also guides travellers to find a solution, it is important to have redundant instructions in case travellers have any doubts what to do best.

Ticket machine: service machine

The ticket machine can be more than only a ticket machine. It can supply card specific information and collect service data from the central server. In general a ticket machine can be seen as a service machine: add credit, change travel products or solve problems.

Figure 39 shows a wireframe of a service machine. This is the first screen when tapping the OV-chipkaart at the ticket machine after an ‘too little credit’ error at a validator. The aim is to make a link between validators and service machines. The error type is stored onto the OV-chipkaart, the service machine can read this data and guides the traveller directly to the correct function. Travellers do not have to search anymore. This results in faster error recovery and an overall faster validation process. Figure 40 on page 72 shows this example in NS ticket machine colors.

Figure 38: Poster with information to support travellers in their questions after an error.

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U heeft niet genoeg saldo om in te checken.

Huidig saldo: ! 10,00

Kies minimaal ! 10,00 om in te kunnen checken.

Wilt u uw OV-chipkaart opwaarderen?

! 5! 10

! 15 ! 20 anderbedrag

naarbeginscherm

main screen

pop-up

main question

current credit

instruction

button

language bar

highlighted button

button home

explanation

Figure 39: Wireframe of a service machine screen. This is the first screen when tapping the OV-chipkaart at the ticket machine after an ‘too little credit’ error at a validator.

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U heeft niet genoeg saldo om in te checken.

Huidig saldo: !10,00

Kies minimaal !10 om in te kunnen checken.

Uw OV-chipkaart opwaarderen?

! 5! 10

! 15 ! 20 anderbedrag

Naarbeginscherm

5.3 ����������ǣ�Ƥ�����������This concept is a collection of various elements which contribute to an overall interaction for all travellers which guide them in passing this open payment border (see Figure 41).

5.3.1 Touchpoints

The wayfinding & recognition stage is facilitated by the vertical and horizontal parts of the portal. The border is clearly visible from a distance, it is easier for travellers to locate and recognize where they have to validate their OV-chipkaart. The dimensions and angles of the validator have been altered for an optimal validation. The various messages on the display have been made more coherent. The information & support stage is now integrated in the payment border zone: a information panel is added and the information and SOS post is now located near the border.

5.3.2 Interactions

The aim of the redesigned touchpoints was to create an overall coherent validation interaction. All different touchpoints are now (re)designed and linked to facilitate this coherent interaction. With this result it should now be clear for travellers where to validate and what to do. By applying this payment border to all stations it should bring recognition with travellers. The design does not only facilitate ‘normal’ validation but also anticipates on unusual situations like an unexpected OV-chipkaart failure.

Figure 40: Ticket machine interface in NS colors.

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Figure 41: Final concept of the open payment border. The various components contribute to an overall guiding interaction.

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“Als je constant denkt aan het uitchecken, geeft dat geen ontspannen reizen.”

“It is not a relaxt journey when thinking of checking out all the time.” - quote from evaluation with travellers -

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6 Evaluation of the concept

The previous chapter described the concept development of the payment border and the various individual touchpoints. This chapter describes the evaluation of the payment border concept and the new validator with experts and travellers. The evaluation with experts was done with interviews using different images of the prototypes. Travellers were asked to come to the Faculty of Industrial Design Engineering. They were asked to interact with a 1:10 scale model of the payment border and a 1:1 scale validator.

As illustrate in the IDEO model (2009) on page 3 a successful product is covered by three factors: business, technology and human. The evaluation of the concept is split into two: travellers and experts. Travellers cover the human aspects; experts cover the business and technology aspects.

6.1 Evaluation with travellersThe goal of the evaluation was to see whether travellers understand the concept and to explore how they would interact with the concept and its components.

6.1.1 Research questions

The main research question is: How do participants interact with the newly designed payment border?

Is it likely that travellers will remember to check in and check out with the new concept?Are the participants able to find solutions for possible problems?Are they satisfied with the answers they get?How would the participants solve their problems?

Are they satisfied with this way of problem solving?Do they think they would feel more confident by using the information near the payment border?What do the participants think of the newly designed validator?Do they understand the messages on the display?

6.1.2 Method

The evaluation consisted of three parts. First they were asked to interact with small-scale models of a bus and a row of validators like they can be found in stations. The purpose of these first models was to help participants memorize situations they encountered while using public transport.

In the second part they were asked to do similar tasks with a scale model of the new payment border concept. With both models on the table they could compare the two setups.

In the last part participants were asked to check-in and check-out with a model of the new validator. Timing is essential when evaluating the messages of the validator so the model was made interactive.

See Appendix B for the full research setup.

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Stimuli

The scale models of the bus and the current payment border were made from cardboard and are kept on a simple level with little details. The new payment border was also made of cardboard, but had some more details because this concept is new to the participants (see Figure 42).

The validator was made of MDF and holds an RFID reader, a TFT display, a computer and a round light source. The computer registers the RFID card and activates a Flash application. This application changes the content shown on the display. In normal use, a correct check in or check out action, the display resets to the standby screen after 2 seconds. In case of an error the delay is set to 5 seconds.

For comparison purposes a cardboard mock-up validator was placed next to the interactive prototype. Also 12 different messages were printed and were shown to the participants after they interacted with the validator.

Figure 42: 1:10 scale models made from cardboard used in user evaluation. Left-to-right: a bus, current open payment border and new open payment border concept.

Figure 43: Cardboard mock-up of a Thales V4 validator was used for comparison purposes.

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TFT display

LED ring

RFID reader

Audio speaker

Figure 44: Interactive prototype of a validator, left: the front side, right: the back side showing the different components.

Figure 46: Blank RFID card was stickered with blue OV-chipkaart print.

Figure 45: Top part of the prototype. The LED ring switches of when a smart card is read. The LED ring flashes when the user needs to perform an extra or repeated action.

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Lack of knowledge

During the test participants were making up their own rules or were in doubt if their thoughts were correct. This lack of knowledge caused asumptions which does not necessarily be right.

“I did not know you can just enter and leave a station without paying. I was afraid the system would deduct money from my card every time I would pass the gates.”

Error solving

11 out of 12 participants first try to seek service staff in case of major errors. At unmanned stations they would consider to use the information and SOS post but they were quite hesitant. 4 out of 12 participants knew a ticket machine could also be used to see the latest transactions. They did not consider to go to the ticket machine to solve their problem.

Screen design and necessary information

All participants were positive about the new screen designs. They could all understand the messages imidiately. The three main categories - check-in/-out, small error and big error - were clear as well. Some

Figure 47: Participant demonstrating the balance between an open and a closed borders.

Figure 48: Participant gives her opinion about the information in the screen design.

6.1.3 Results

Feedback consisted largely of anecdotes in the current situation. Also when interacting with new concepts they referred to the current touchpoints used in the travel domains. The participants imagined how they would use it within the current set of rules and tariff conditions.

Paraphrases of the user evaluation can be found in Appendix C.

Location of validators

For many participants the location of validators is not clear. They wanted them to be placed at ‘logical’ locations, but they could not really answer what this place should be. Some participants wanted to have them on platforms, others at the entrance.

“Maybe they have to place them [validators] on a logical spot, where trains stop for instance.”

Open versus closed

4 out of 12 participants mentioned the payment border as an obstruction. They thought the construction was too closed off. They would rather see a more open structure, but still having the same signage. Figure 47 shows a participant talking about open and closed structures.

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participants mentioned this categorization even before the discussion about the meaning of each type of screen.

“Yellow means I can try it again, red means ‘end of story’, very clear.”

8 out of 12 participants are using automatic top-up. They did not really care about their credit balance. They thought it is unnecessary and distracting text. Participants without automatic top-up depended heavily on this kind of information because they need to know when to add credit.

Validator design

All participants appreciated the new design of the validator. The angle and height were mentioned particularly (see Figure 49). This allowed them to read the the messages without any effort. Some participants even demonstrated how they would bend to have a better look at the display of a Thals V4 validator (see Figure 50).

Figure 49: Participanta appreciates the angle of the validators. Figure 50: Participants demonstrate how they normally bend to read the display of a Thales V4 validator.

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Validating without looking at the validator.Already passed the validator. Looking back to read the message.

Figure 51: Participant demonstrates how she often passes a validator; validating without looking at the display. She only looks back at the validator when an error occurred. She appreciated the few extra seconds when an error message is shown.

Trust and distrust the system

Participants trust the ov-chipkaart system to a certain level. 9 out of 12 just listen to the sound of a validator when checking in and checking out and hope their action was correct. With the new validator this was not very different but after asking how much the trip costed they could almost all answer it or come close to the actual trip price.

Figure 51 shows how a participant just walks by, listening to the audio and start looking at the validator when an error occurs. She appreciated

the few extra seconds when an error message is shown.

When they encounter an error or find out they have little credit left on their card their trust in the system turns to distrust and they are more on their guards.

No hassle

Most participants just want to travel without any hassle and minimalized actions before or after using a public transport service.

“I just want to travel, not search for validators, very annoying.”

Figure 52: Participant demonstrates how some new users scan their OV-chipkaart.

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6.2 Evaluation with expertsThe experts were consulted to evaluate the business and technology side of the payment border concept.

6.2.1 Research questionsAre the proposed concepts feasible from a technical point of view?What are the consequences of this design from a business point of view?What should it take to implement these solutions?Which party should take the first step?

6.2.2 Method

A set of slides was presented to the experts to explain the concept and run through the steps of the validation actions. The aim was to find potential implications of the concept.

All contacts of the project partners were visited, except for the Association of Dutch Provinces (IPO). Besides these organisations also some extra organisations were consulted: transport operator HTM; transport operator Arriva (biggest regional train operator); central backoffice Trans Link Systems and an architect from Bureau Spoorbouwmester.

6.2.3 Results

The feedback of the experts range from operational details to management considerations due to the positions of the expert or type of organisation. The results are categorized per remarkable topic.

Single check-in/check-out

The experts see great value for travellers to implement single check-in/check-out, it is an important topic at rail operators. They ask theirselves: who is going to pay for this system change? And in general: what may usability cost? All experts suggests concession grantors should include

extra rules in their contracts with transport operators. The effect of these measures are not clear yet. It is most likely that prices will rise. One governmental organisation mentioned a Dutch expression: wie betaalt, bepaalt (He who pays the piper calls the tune.).

All changes to improve the usability of travellers are welcome, but as one operator told they lack knowledge when it comes to usability. This make it hard to estimate the effect of the solutions from the equipment suppliers.

Location of the payment border

The location of the payment border was for some operators an eye-opener. One operator was thinking out loud: eventually everybody must pass a validator or gate, it seems logical to have one or two entrances for smaller stations and situate a set of validators at these entrances only.

Future concepts

Many experts mentioned ‘what if’-scenarios: what if the card disapears and smartphones take over? Some said the use of the OV-chipkaart will be minimized within 5 years time. Others are more nuanced about this topic and see a future where multiple concepts coexist. They think the current system still has many possibilities with potential improvements for travellers. They all agree smartphones will get a more prominent place in the near future.

���������������������ơ���������The branding of the various train operators is important to show which train belongs to which company. The same applies for the different validators at transfer station with multiple operators. There are some concerns about the perception of travellers, whether they still make a connection with an operator or with a (general) payment organisation. Train operators do not know what happens with the service concerning payment actions.

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6.3 ConclusionsThe conclusions are categorized in usage, technology and business aspects. The usage conclusions mainly come from the travellers in the test, but the experts had some comments too.

The results and conclusions of the evaluations are the main input for the adjusted design which is presented in chapter 7.

6.3.1 Usage

The overall feedback of the participant and expert was positive. Travellers only see potential benefits, some experts have doubts if the implementation of this concept would really improve the interaction significantly.

���Ƥ������Ƭ������������Both travellers and expert had doubts whether the portal was too cramped or not. The vertical surfaces help to locate the payment border but take away the overview of a station area.

Validation

There were no negative comments on the new validator design. The participants really liked the height and angle of the display. They made a suggestion to make the top part magenta if single check-in / check out will be implemented. The magenta color could attract some extra attention.

The participants could understand the messages and liked the minimalistic design. One participant mentioned: less is more. Participants with automatic top-up did not want to see their credit balance,participants with an anonymous card explicitly did want it. Messages could be made card type specific.

Central development organisation

All topics concerning common interests touched the thought a central organisation which would be responsible for the development and harmonizing OV-chipkaart touchpoints. Since all equipment is purchased by the transport organisations, they all realised that this requires changes within their organisations.

Need for quick wins

Their is a strong need for quick wins with the regional transport operators. They are open to improvements or new ideas that are easy and are relatively cheap to implement. This is mainly about the messaging of validators. These operators lack knowledge and have to hire experts in the field of usability.

Open versus closed character

Train operators and related organisations can imagine that the proposed payment border, with a portal, can guide travellers in the use of OV-chipkaart actions. On the other hand they think it can interfere with the current layout of stations. Their ideal picture is a transparant station area with very little signs and obstructing object.

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������������Ƭ��������The information panels are mainly useful for static information. Participants did not know the fundamental rules of the payment system. Problems have to be solved by service staff (preferably) or ticket machines

6.3.2 Technology

The overall feedback concerning technology aspects was positive: everything is possible. Developing active error handling capabilities for ticket machines would be the most radical. Validators and cards should be reprogrammed or even replaced. The implementation of these solutions would take at least 5 years.

An integral approach for the implementing new technology is preferable.

6.3.3 Business

Are the changes worth implementing? What does it cost and who is going to pay? These were the main questions asked by the experts. They stressed that such an integral approach would require a central organisation which would develop and ward this concept. This is the most important hurdle because all involved parties have very different interests.

The implementation would require an integral approach with architects, system engineers, designers, marketeers and so on.

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“Heel handig dat je de oplossing gelijk aangereikt krijgt.”

“Very useful to get a solution presented directly.” - quote from evaluation with travellers -

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7 Conclusions

The previous chapter described the evaluation of the payment border concept. The feedback of travellers and experts were positive, but they also had some comments and suggestions.

This chapter describes the final design, recommendations, conclusions and discussions.

7.1 Final designBased on the evaluation with travellers and experts the design of the payment border is adjusted. The adjustments do not affect the overall interaction but are aimed at the individual components.

An important question from train operators: how would the payment border concept look like at a small station which only excists of two platforms? Figure 53 shows renders of a small payment border situated at a platform of a small station. The components are the same but there is only one component per type: a single information panel, validator and sign per platform. All elements together contribute to a visual border. The border is more present than just a single validator, but travellers can still pass this border without validating if they want to. The design is made as light and transparent as possible to keep a clear overview of the station.

Figure 53: Payment border design for the smallest stations: it contains all elements of the concept, but is considerably smaller.

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Separate check-in and check-out side

Magenta accent

Magenta accentSuspended panel to create a balance between a closed portal and transparancy

Standing version in case a hanging structure is not possible

Information to help travellers in making decisions

New validator body with magenta top part

Different flooring to make contrast with the surroundings

Figure 54: Adjusted payment border design: still a coherent design but more transparent than the initial design.

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Figure 55: The border is made visual on the floor as well. Magenta strips emphasize the border.

Figure 56: The information panels can be seen from the validation position.

The core concept is scalable to any size but the design should be adjusted to the context and available space. A 1:10 scale model was made to illustrate how the payment border would look like for a medium sized station. Figure 54 shows the front view of the scale model.

Transparency

The most important adjustments are the ‘transparency’ and prominent OV-chipkaart branding. Transparency is achieved by removing all closed panels on the sides and the ceiling. These panels are replaced with flat sign above the border and poster sized information panels on the sides. By leaving some extra space between side and ceiling panels the design becomes less cramped. Again a balance between the visual presence of the payment border and openness of a station area.

OV-chipkaart branding

The coloring and OV-chipkaart symbol both contribute to a coherent design. Magenta lines are used in the sides, top panel and flooring (see Figure 55). The top part of the validators is colored magenta to make clear single check-in / check-out is implemented.

Line of sight

Transparency is not only important to keep the current lines of sight in the station area, the most important elements of the payment border stand out a little more. Travellers can make a link between the validator and the information panel directly because of their orientation. The angle of validators match with the angle of the information panels. When an error occurs, the information panels are in the peripheral vision of the travellers (see Figure 56).

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In

Landbergstraat

1250

750

Houd uw ov-chipkaart voor de ring

In- en uitchecken

Centraal Station

Overstap

Uit

In

Landbergstraat

Centraal Station

Oude Delft

ritprijs € 3,65

Ga naar de servicebalie vande vervoerder

Geblokkeerdeov-chipkaart!

!

Houd één ov-chipkaart tegelijk voor de ring

Meer dan één kaartgedetecteerd

Validator

The validator and messaging have not changed much after the user evaluation. The top part has become magenta. In this way validators stand out of other objects in the station area (see Figure 57).

The messaging is based on three 4 main screens: standby, validation, small error and big error. Redundancy is key: color, text and form all work together to communicate the message (see Figure 58). A fourth factor is timing. Timing and duration are critical whether a message is perceived by travellers. For validation the duration of the message can still be 2 seconds. Travellers perform a certain action and know (after some experience) what to expect. Errors are almost always unexpected, the duraction of the message should be longer.

Figure 57: Validator body with magenta top part. Figure 58: Messages in 4 categories: standby, validation (3x), small error and big error. The messages consist of multiple ‘layers’ of information, stacked on top of each other.

Color

Symbol

Main issueexplanation

Suggestionuser action

Houd de ov-chipkaart

nogmaals voor de ring

ov-chipkaart

niet kunnen lezen

!

1 cm1 cm

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validation

! ?in case

of errors

paidunpaid

information & support

One clear zone for validationCheck-in / -out reminder

Clear messagingInstructions for error resolving

(Static) informationSupport for error handling

wayfinding & recognition

i

Figure 59: Three stages of the payment border core concept and what they should facilitate.

7.2 RecommendationsThe core concept is a good start for companies in the public transport sector to design better payment borders. The final design as described in this report can function as an example of how the core concept is applied to a payment border type.

Next steps should not only focus on the implementation of the open payment border. The core concept should also be applied to the closed payment borders and the payment border in vehicles.

I recommend implementing the open payment border concept untill all stations have closed payment borders. It will increases the usability of the OV-chipkaart.

Applying the core concept onto other border types will require a lot of effort. Designers, engineers, scheme developers and marketing departments should constantly think of the three stages and how these could be applied to the context. Since most transport operators experience a lack of knowledge in the field of usability and user experience, it would be wise to join forces.

Close cooperation is not one of the sector’s strengths when financial investments come in play. A central, independent organisation is more obvious. This organisation should develop and monitor the total user experience of the OV-chipkaart. The payment border should be one of their projects. The function and role of this organisation is comparable to what Trans Link Systems does for the scheme and technical side of the system.

Figure 60: Ideas for concept development for validators in vehicles and gates.

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7.3 Discussions

7.3.1 Shifted role of ticket machines: service machines

From a historical point of view ticket machines are a replacement for ticket desks, selling disposable single journey tickets. The introduction brought cost reduction for transport operators, but also increased availability of sales channels for travellers. These benefits are clear to travellers.

The OV-chipkaart is becoming the most prominent ticket for the use in public transport. Ticket machines have all kind of options to give travellers information about their card, their products and the costs. Ticket machines are becoming ticket and service machines; they should be designed accordingly.

7.3.2 Payment border design in future scenarios

The current payment border concept is based on findings of 2013. Future developments can have an impact on the payment border as it is designed now.

Smart card versus smart phone

The current ov-chipkaart system is built around a smart card. The card is used to store credit and at the same time used as an identifier. There are developments going on to allow people to check-in and check-out without direct financial transaction but settle the costs at the end of a month, ‘Reizen op rekening’. It is likely that more and more travellers will use the card as an identifier and track their transactions with a smart phone. The next step could be to check-in and check-out with a smart phone or other mobile device.

What does this mean for the open payment border concept?

Some components may need to change to meet the possibilities of new technologies. The core concept of the open payment border stays the same. Travellers need to know where they have to do a check-in or check-out action. Also the basic rules of the system should be explained near the payment border.

Increasing number of train operators

The open payment border concept is designed with single check-in /check-out in the train domain as an important condition. This concept eliminates the need of validators from different operators. This also eliminates the need of replacing validators when operators change concession, resulting in lower transition costs.

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7.4 ConclusionsWith the introduction of the OV-chipkaart new touchpoints were added to travel domains, rules and actions changed. New interactions were formed, but were never designed. Travellers are facing many problems when they interact with the OV-chipkaart system.

The payment border concept brings clarity in the required actions. Travellers are supported by a seamless link between all the touchpoints in the payment border. Both the successful and failing validation actions are supported by the touchpoints.

Based on the feedback from the evaluation study, it is expected that the introduction of the payment border concept will increase the usability of the OV-chipkaart.

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References

Bitner, M. J., Brown, S.W., & Meuter, M.L. (2000). Technology infusion in service encounters. Journal of the Academy of Marketing Science, 28(1), pp. 138–149.

Chang, C.C. (2006). When Service Fails: The Role of the Salesperson and the Customer. Psychology and Marketing, 23(3), pp. 203–224.

Curran, J.M., Murran, M.L., & Carol, F.S. (2003). Intentions to use self-service technologies: A confluence of multiple attitudes. Journal of Service Research, 5(3), pp. 209–224.

Dabholkar, P.A. (1996). Consumer evaluation of new technology-based self-service options: An investigation of alternative models of service quality. International Journal of Research and Marketing, 13, pp. 29–51.

IDEO. (2009). Human Centered Design Toolkit (2nd ed.). San Francisco, California, US: IDEO.

ISO. (2010, March 3). ISO 9241-210:2009 Ergonomics of human-system interaction -- Part 210: Human-centred design for interactive systems. Geneva, CH: ISO.

Joppien, J., Niermeijer, G., & Niks, M.C. (2013, March). Exploring New Possibilities For User-Centred E-Ticketing (research report). Delft University of Technology, Delft, the Netherlands.

Meuter, M.L., Ostrom, A.L., Roundtree, R.I., & Bitner, M.J. (2000). Self-Service Technologies: Understanding Customer Satisfaction with Technology-Based Service Encounters. Journal of Marketing, 64(7), pp. 50–64.

Reinders, M., Dabholkar, P.A., & Frambach, R. T. (2008). Consequences of Forcing Consumers to Use Technology-Based Self-Service. Journal of Service Research, 11, pp. 107–123.

Reinders, M., Hagen, M. van, & Frambach, R. (2007). Onderzoeksrapport: Self-service technologies [white paper]. Amsterdam, NL: Vrije Universiteit Amsterdam & Nederlandse Spoorwegen.

Tax, S.S., & Brown, S.W. (1998). Recovering and Learning from Service Failure. Sloan Management Review, 40(1), pp. 75–88.

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Appendix A Touchpoint analysis 94Appendix B Research setup user evaluation 108Appendix C User evaluation paraphrases 110

Appendices

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East-West e-Ticketing Prodata

V760V3V3 OV750NTX/V4 V3000NTX/V4 OV3000

LCD screen2 lines of 16 characters

red and green lights

audio signal

smart card reader

audio signal

TFT screen - Free lay-out

green and red lights, on top side

smart card reader

branding

LCD screen5 lines of 20 characters

red and green lights

audio signal

smart card reader

red and green lights

audio signal

TFT screen - Free lay-out

smart card readerblinking lights

branding

Appendix A Touchpoint analysis

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The purpose of a validator is to calculate the fare. At check-in it will check which products are in use and it deducts some initial money. At check out the validator calculates the fare based on the distance travelled. Error messages at check out are rare, validators will mainly indicate when a card cannot be read well enough, the card met all conditions at check in already.

LocationIn the train domain validators are placed just before the travel domain of stations. In reality validators can be found closer to the entrance of stations.

At the bus and tram validators are placed at all entrances: typically one at the front entrance, two at the sides of any other doors.

Metro stations can be compared with train station, but are generally more compact with only two platforms and always closed o! with gates.

Operating validatorsThe interaction with a validator consists of only one active action from the user: presenting the card to the validator. After this action travellers get feedback about the status of the card, they read the message and pass on. This is a description of the ideal situation.There are no use cues (ref.) for holding a smart card in front of a reader. Travellers are dependent on feedback of the validator to understand their action was correct. There are no buttons to interact with the validator after the feedback is given. The only option is to present the card a second time, repeating the same action, starting the interaction from scratch.

Audio signalsAll validation equipment use audio signals to con"rm an action. Most equipment uses a single beep for check in and check out. With some validators this can be hardly heard or is defect. Only V4 (East-West) validators with TFT displays di!erentiate the signals for all three types of feedback; check in, check out and error.Most travellers only listen to validation equipment. When the signal is absent or cannot be heard, light and display activity becomes more important. The time span spend at the validator becomes longer.

ValidatorsPerceived loudnessThe loudness of audio signals can be expressed in decibels (dB). The level can be measured with a meter. The perceived loudness is di!erent per context and per user. It can occur that current beep sounds ‘disappear’ in the noise of its context. A decibel meter is a good start to validate the loudness of audio signals, but calculations made with extreme constraints are more useful. On the user side: age is an important proxy for the ability to hear high frequencies: older means less sensitive.

Light signalsGreen and red lights indicate whether a check in or check out succeeded. The lights are placed at various locations with respect to the display. There is no consistent layout, some equipment have the green light on the left side of the display, others on the right. (see image XX)The Prodata OV750 validators have three extra indicator lights at the bottom of the display: blue, yellow and red. The blue light seems to indicate the activity of the processor, the yellow en red light are redundant with the bigger lights on the sides of the display.The exact meaning of the green or the red light is given by the information on the display. At NTX/V4 validators the red and green lights have an extra function: indicating whether the validator is operational or not.

Tra#c lightsDi!erent locations for the green en red lights can be confusing for color blind (5% of male population). Comparison with tra#c lights: the order of the red, yellow and green lights is always consistent, worldwide. The relative positions of the lights have become a part of the meaning of each individual light.

DisplayTwo main di!erences can be identi"ed: LCD and TFT. The LCD displays are limited in the number of characters (2x16 and 5x20) compared to the TFT displays that can be used more freely. The LCD display from East-West only shows capital letters. The displays from Prodata (LCD and TFT) present lower-case letters as well but only with a "xed width. The TFT displays only have limitations in the number of pixels. The contrast of the LCD displays is not consistent at all times. There seems to be no di!erence between the two brands. Validators with TFT displays are more consistent. The type and size of the display determines the possibilities for the quantity of the information presented and quality of the communication to travellers.

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numbers and codes without explanation

"xed letter-width and -height:all capitals

inconsistent contrast

consistent contrast

lowercase letters with variable letter-spacing

spacing between lines

unimportant informationless prominent

date and time not relevant

redundant terms for same message: “check in successful”

no spacing or di!erences in size: all information equally important

"xed letter-width and constant font size

redundant light signals

"xed letter-width

lines very compact

English abreviation

$ickering processor light

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Reading textPeople tend to read short or common words as an image. When there is limited time to read the information on the display, it becomes more important for users to capture the message in a split second. Lowercase letters help to recognize words and form that image by making use of ascenders and descenders of lower-case letters. (ref?)

MessagesAll messages displayed by validators can be categorized into three groups: steady states, correct check in/out or faulty action. A steady state has to communicate two options: ‘ready to use’ and ‘out of operation’. Communicating ‘ready to use’ to travellers is done in di!erent ways: ‘check in/out’ or ‘present your card’. The "rst message says something about the possibilities of the validator, it can be used for check in and check out, the second about what action users should do.In most use cases validators only give the status of the card. (see "gure X) Only when a card cannot be read well enough (faulty action) the validator will ask the user to perform another action, in other cases it will just return the reason of the fault.

Terms used in messagesTerms used for messages in all three categories are dependant on the possibilities of the display and choices made by the designers of the system. There are clear di!erences in the information shown on a LCD display with two lines of 16 characters and a screen that can be designed freely. For example a discount card for students is called ‘Studentenweekend’ on a TFT screen. At the LCD of an East-West validator it is called ‘W3’, followed by the date of expiration: ‘311230’. ‘W3’ can be read very fast but it has no meaning for most travellers.

Another phenomenon is the use of English abbreviations at equipment of Prodata. ‘Inifee: %-10.00’ (Initial fee %10.00) and ‘T-P ONVOLDOENDE’ (Ticket-Purse insu#cient). These terms are not in use in other communications about the OV-chipkaart. Using more languages is preferable for any non-native Dutch speakers, as long as it is consistent and linked to the language setting of a smart card.

TimingApart from the content of the feedback, the timing of the di!erent signals is important as well.The light signals are redundant with information on the display and often with the audio signals. Exact timing of those changing indicators is critical

for a smooth user experience. Di!erences of 300 ms are already noticeable. (ref?) Current equipment is not consistent: Prodata equipment is noticeable slower than validators from East-West and 2 or more indicators are not in sync. Sequence of useThe main purpose of a validator is to check in and check out. The actual function is di!erent according to the goals of travellers. Five di!erent goals why travellers use validators:

Check in, start tripCheck out, end trip and calculate the fareTransfer to other trainRead message again Read credit Read error Check validity status in case of doubtsEnter station to: Bring someone to the train Visit a shop in the station building Pass the station to the other side

Check in and check out is just a part of the sequence when using the validators, it consists of multiple phases:

LocateLocating validators is mainly an issue in the train domain. The basic design of a station is consistent: one or multiple platforms. The buildings, the number of exits and the routing is di!erent for most stations. Travellers are trained to scan their surroundings for validation equipment: at the entrance of the main hall, near a tunnel, in the tunnel, next to the elevator, near the stairs or on the platform. A green light indicates the equipment is operational, a red light indicates the ‘out of operation’ mode.

ValidateIn the validation phase travellers walk up with a card expecting to pass with a correct action. At check in they expect to pass with a valid ticket. They have to remember the most recent status (products and credit) of the card; there are no possibilities to verify this without the help of external products. Travellers basically have a blank card and are ‘asking’ the validator: “Can I

lowercase letters with variable letter-spacing

spacing between lines

unimportant informationless prominent

redundant light signals

lines very compact

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pass?” A green light indicates the action is successful.

Resolve errorsThere are two error types: the validator detected a smart card but it cannot be read properly, it will indicate, “Try again”. In case of mismatching products or credit the validator gives the status of the card: “Not enough credit” or “Card not valid” for example. It does not give extra information what travellers should do to resolve these errors. The interaction stops with questions with the users. Five phases are followed by travellers in the train domain (UXAD B5, research for NS only)

Identi"cation Understanding the problem.Attribution Whose problem is it? Me or ‘the system’.Prioritizing Catch train or "x underlying problem?Trying out Try out problem solving strategies.Denouement Postpone problem or resolve on the spot.

Continue journeyAfter validation travellers continue their journey with information from the validator. They can for example conclude they have little credit left and have to add value for next trips. Or they want to check the products and transactions at a service point.

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0.

Check in

1.

Present card

2.

Read message

2.1

Card accepted

2.2

Error

2.2.1Already check in

2.2.2More than

1 card

2.2.6Card notactivated

2.2.5

Card blocked

2.2.4

Card expired

2.2.3

Too fast

2.2.8Too little

credit

0.

Check out

1.

Present card

2.

Read message

2.1

Card accepted

2.2

Error

2.2.1Already

check out

2.2.2More than

1 card

2.2.3

Card blocked

2.2.4

Too fast

Check in Check out

Extra stress just before the trip

service desk, ticket desk, service sta!,ticket machine, information panels,asking other travellers

service desk, ticket desk, service sta!,ticket machine, information panels,asking other travellers

“Check in/out””Check in”“Out of operation”(multiple reasons)

“Check in OK, product,initial fee,credit left”

“Check out OK, product,journy fee,credit left”

Steady states Steady states“Check in/out””Check out”“Out of operation”(multiple reasons)

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TARL

Front view V4 gate Side view V4 gate

V4V3

audio signal

TFT screen - Free lay-outsmart card reader

arrow or cross

East-West e-Ticketing

V4 (NS) TARL (NS, Amsterdam Central)V3 (GVB, RET)

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Gates

Gates are essentially validators with an extra purpose: closing o! stations. All together gates are there for three purposes:

out.

the presence of troublemakers.

Most components of gates are comparable to East-West validators, except for the doors. Basically there are two di!erent gates; variations are made with the doors.

Gate used in the metro domain, with LCD display.

Gates used in train domain, all with TFT displays.

The indicator light of the V4 version is replaced by the green arrow and the red cross in front of the gate, these are visible from a distance. Other signals are identical to other V3 and V4 validators.

Interaction with gatesThe doors characterize the interaction with gates. Although gates are operated in the same way as validators, the opening of the doors is for users the main indicator for a successful action. Travellers can both look at the display as well as the doors. The opening of the doors can be compared to the green indicator lights. Closed doors can mean anything: card not scanned well enough or an error message. In the last case travellers have to lean back to see what is wrong.

Two-way gatesTwo-way gates are accessible from two sides. As soon as a card is presented to the reader, the green arrow on the other side turns into a red cross.

Travellers have to track both the indicator on the front side as well as the approaching travellers on the other side. Until one of the travellers presents his card to the reader the gate is available to both travellers. First time users can be surprised by this event; it is not clear whether a gate is in two-way mode. Experienced travellers are aware of this situation, but still have something extra to think of when approaching gates.

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Ticketskopen ov-chipkaart

smart card reader

touchscreen

printer

payment module

coin slot

OV-chipkaart indicatorheader

machine IDand phone number

Verkoop & Opladen

smart card traytouchscreen

printeroutput slot disposable card

header

operation indication light

instructions

input cashoutput slot smart card

payment module

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Add Value Machine

ov-chipkaart

Verkoop en opladen

input coins

cash return

touchscreen

smart card slotprinter

header

information

payment module

Add value machines (AVM) and ticket vending machines (TVM) are used both in the train and metro domain. The main di!erence is the possibility to buy paper tickets or disposable smart cards at a TVM. Anonymous smart cards can be bought at TVMs as well. Travellers can use more payment options: various debit cards, coins or bills.

Services o!ered by AVM and TVM:Activate Travelling with credit (NS);Pick-up ‘keuzedagen 60+’ (NS);Check actual credit on OV-chipkaart;Load credit or travelproducts, pay with PIN-card;Pick-up orders from OV-chipkaart webshop;Pick-up online automatic reload activation or change requested online;Pick-up or terminate student product;Check products on the card;Deblock e-purse;Check recent transactions (last 10).

Operating Add Value and Ticket Vending MmachinesAdd value and ticket machines are operated by touchscreens. These displays are comparable to midsize computer displays. Almost all actions are done via this touchscreen. Other buttons, slots and input options are related to payment and the output of tickets.

The NS has an extra option for ‘help on distance’ (HOA, Hulp Op Afstand). Travellers can call a free telephone number, service employees can answer questions and have the ability to take over control of the machine.

LocationAVM and TVM equipment is located just outside the travel domain: near gates, platforms or entrances.

Shifting function of ticket machinesFrom a historical point of view ticket machines are a replacement for ticket desks, selling disposable single journey tickets. The introduction brought cost reduction for transport operators, but also increased availability of sales channels for travellers. These bene"ts are clear to travellers.

The OV-chipkaart is becoming the most prominent ticket for the use in public trans-port. Ticket machines have all kind of options to give travellers information about their card, their products and the costs. Ticket machines are becoming ticket and service machines; they should be designed accordingly.

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smart card tray

LCD screen

printerpayment card

optional information panel

6 buttons

payment module

CCV

Prodata Mcom

PUDV750

AVM light

PUDOV750

AVM light(outdoor)

PUD PUD(outdoor)

AVM light

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PUD and AVM light

Pick-up devices got their name from the main function: picking up products and activations bought or selected via the Internet. With AVM light devices it is also pos-sible to add value to an OV-chipkaart by paying with a debit card. The functionality is basically the same as an AVM, but with a smaller footprint and a smaller screen with tangible buttons on the sides.

PUD and AVM light equipment is characterized by small displays and few buttons. The components in AVM equipment seem to be arranged from a functional per-spective instead of a logical one, which would follow the actions of users.

Services o!ered at a MCOM and CCV AVM devices:Check actual credit on OV-chipkaart.Load credit and pay with PIN-card.Pick-up orders from the OV-chipkaart webshop.Pick-up automatic reload activation or change requested online.Pick-up or terminate student product.Deblock e-purse.Activate Travelling with credit (NS).Pick-up NS ‘Keuzedagen 60+’

Extra service at a CCV devices:Buy a Sterabonnement.Check products on the card.Check recent transactions (last 10).

All these services are communicated via a display that can only show short sentenc-es. Transaction or product overviews can only be given by using multiple ‘pages’. Because of the di!erence in services, users have to consult the OV-chipkaart website to be sure what services they can expect at a certain location.

LocationPick-up devices can be found near or in the travel domain: a platform, a bus stop or in a bus. Devices in the bus are only accessible with a valid ticket and are generally operated when the bus is driving. AVM light devices can be found in convenient stores, tobacco shops and super markets. Some counters also sell anonymous smart cards without credit.

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SOS and information pole

NSRETArriva

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0.

Check in

1.

Present card

2.

Read message

2.1

Card accepted

2.2

Error

2.2.1

Do nothing

2.2.1Already check in

2.2.2More than

1 card

2.2.2Present 1card only

2.2.6Card notactivated

2.2.6extra service

needed

2.2.5

Card blocked

2.2.5extra service

needed

2.2.9No check-outat other PTO

2.2.9Check-out

at other PTO

2.2.4Many opentransactions

2.2.4extra service

needed

2.2.3

Too fast

2.2.7

Card expired

2.2.8Too little

credit

2.2.3

Try again

2.2.7extra service

needed

2.2.8

Add value

2.2.4Many opentransactions

2.2.4extra service

needed

0.

Check out

1.

Present card

2.

Read message

2.1

Card accepted

2.2

Error

2.2.1

Do nothing

2.2.1Already

check out

2.2.2More than

1 card

2.2.2Present 1card only

2.2.3

Card blocked

2.2.3extra service

needed

2.2.4

Too fast

2.2.4

Try again

Check in Check out

Extra service justbefore the trip

service desk, ticket desk, service sta!,ticket machine, information panels,asking other travellers

service desk, ticket desk, service sta!,ticket machine, information panels,asking other travellers

ticket desk, add value machine

validator of other PTO

New function

“Check in OK,product, initial fee,credit”

“Check in/out””Check in”“Out of operation”include feed forward “ready in 30 sec.”include message what travellers have to say to conductor

Steady states“Check in/out””Check out”“Out of operation”include feed forward “ready in 30 sec.”

Steady states

“Check out OK, product,journy fee,credit left”

New function

2.2.5Little creditfor next trip

2.2.5

Add valueticket desk, add value machine

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Appendix B Research setup user evaluation

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Appendix C User evaluation paraphrases

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Page 127: Check-in / Check-out...Check-in / Check-out Design of a user-centered, open payment border for the OV-chipkaart Master`s thesis, November 2013 OV-chipkaart Graduation Lab G. Niermeijer

Faculty of Industrial Design EngineeringLandbergstraat 152628 CE Delft

www.io.tudelft.nl